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Showing all 16 results
“MLW has not only helped us succeed with the guidance and support to start and grow a successful practice, but more importantly given us peace of mind. The biggest return on our investment has been the time returned to our personal lives as the firm has always matched up to our expectations.”
Shireen Irani, DDS
Frisco, Texas
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“They consistently back up and prove why I recommended them in the first place. Making a recommendation to someone, you always want that recommendation to pan out, and when it goes well, as it always does with MLW, you get to share in that a bit.”
Timothy Nguyen, DMD
Plano, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“Because in our industry, there are so many companies that look to take advantage of our lack of business acumen … MLW looks to inform, support, and help me overcome my lack of business acumen and do it in a manner that makes me feel informed and supported. I have never left a meeting or interaction where I didn’t have a complete grasp of what was discussed and, most importantly, with confidence that our developed plan will meet my short and long-term goals.”
Gerard Macy, DDS
Mabank, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“We started with MLW in our early thirties- I think starting so young and having a long-term plan for retirement, etc., will be invaluable.”
Carly Klassen, DDS
Willow Park, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“My husband and I have been clients of MLW since the beginning of our time in practice. We have transitioned with MLW through associateship positions, potential partnerships, as well as finally into our private practices of Orthodontics and Endodontics. Throughout the years, our planner has helped us work a precise plan for all aspects of our practice and personal finances, and we enjoy immediate responses to our questions and needs with a level of expertise that is hard to find elsewhere. MLW is the complete planning package and I would not hesitate to recommend them for any accounting and financial planning needs.”
Amy Sawyer, DMD
Covington, LA
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“Working with Michael has taken all stress and guesswork out of my personal finances. I still have to make the business work, but knowing that my taxes, income, insurance coverage, and investments are all being taken care of is massive.”
Timothy Rauch, DDS
Hollister, CA
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“I feel that starting with MLW when we were first working has afforded us the ability to have real freedom. Not feeling the stress and ties to having to work because of poor planning is the most wealth you can acquire. When you can work because you want to, that is a success. I could not have accomplished this at my age without the guidance and expertise of MLW.”
Elisa Brantly, MD
San Angelo, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“The most significant benefit for us is having you as a resource if we have questions about the crazy stuff that pops up. But also the feeling that you will hold us accountable to the goals we’ve set up over the years. You’ve helped us succeed because you’re looking at different markers of success than we are.”
Jarett Hulse, DDS
Austin, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“Massively increasing our net worth and projecting retirement dates that are, in all honesty, earlier than we will want. Individualizing our financial planning. Planning to afford the lifestyle we want, to save, and have peace of mind. We are working towards financial freedom far earlier than we could have. MLW and our financial planners and team truly offer financial services, they embody client services and customer success principles. No cookie cutting here, but they do bake you cookies.”
Dominique Fufidio, DDS
Dallas, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“Probably the greatest benefit of our years spent planning with Jackson has been tracking the progress of our finances all the way from residency and starting a practice to building and maintaining a successful office, and at the same time looking to the future and knowing that we will understand our preparation for future retirement.”
Blake Hemphill, DDS, MS
Celina, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.