First Street Financial Advisors

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First Street Financial Advisors First Street Financial Advisors and NPC are seperate and unrelated companies. NPC does not provide tax or legal advice.

Boutique Financial Planning Firm
📍STL Metro Area, Licensed in MO and NC
📩 In person and teleconferencing planning sessions (book 🔗 below)
First Street Soundcheck: youtube.com/ Securities (and advisory services) offered through National Planning Corporation (NPC), NPC of America in FL and NY, member FINRA (www.finra.org) / SIPC (www.sipc.org), (a Registered Investment Advisor). Content posted by other parties does not necessarily represent the view of NPC or First Street Financial Advisors. Content is for general purposes only and is not an offer to buy or sell any security. NPC Privacy Policy (www.natplan.com/public/forms/npc_madv6130a.pdf)

10/13/2026

Getting a new patient through the door is only part of the equation. Keeping them coming back matters just as much.

In this First Street Soundcheck clip, we talk about patient retention: from getting the next cleaning on the calendar to maintaining a strong digital presence and creating consistent touchpoints between visits.

Those small efforts can help practices strengthen patient relationships and build a more consistent, loyal patient base over time.

10/08/2026

What exactly is the seller promising when you buy a dental practice?

In this First Street Soundcheck clip, we break down representations and warranties in an Asset Purchase Agreement — including statements about things like outstanding liabilities, malpractice claims, taxes, and employee obligations.

These provisions help give buyers a clearer picture of what they’re actually acquiring and provide protection if important information turns out to be inaccurate.

🎙️ More from Episode 3 of First Street Soundcheck.

10/05/2026

As your dental practice grows, your financial life usually gets more complicated too.

Investments. Retirement planning. Insurance. Practice finances. And eventually, what your practice is worth and how you’ll transition out of it.

Too often, those decisions are handled separately. At First Street Financial Advisors, we help dentists look at the practice and personal sides of their financial lives together so the pieces are working toward the same goals.

Interested in seeing where we may be able to help? Start with a conversation.

10/02/2026

As your dental practice grows, your financial life usually gets more complicated too.

Investments. Retirement planning. Insurance. Practice finances. And eventually, what your practice is worth and how you’ll transition out of it.

Too often, those decisions are handled separately. At First Street Financial Advisors, we help dentists look at the practice and personal sides of their financial lives together so the pieces are working toward the same goals.

Interested in seeing where we may be able to help? Start with a conversation. Book with Lucas our financial planner - Calendly 🔗 in bio.

“Time is your friend; impulse is your enemy.” -John C. BogleBuilding wealth rarely comes down to one perfect decision. M...
09/28/2026

“Time is your friend; impulse is your enemy.” -John C. Bogle

Building wealth rarely comes down to one perfect decision. More often, it’s the result of a thoughtful strategy, consistency, and the discipline to stay focused on your long-term goals.

Whether you’re an entrepreneur, investing for the future, or planning for retirement, patience can be one of your most valuable financial tools.

09/24/2026

No one likes being surprised by a bill — especially when it comes to healthcare.

In this First Street Soundcheck clip, we talk about the value of price transparency and why helping patients understand costs before they book can make the experience feel clearer and more comfortable.

For dental practices, communication around cost isn’t just an administrative detail. It can be an important part of building trust with patients from the start.

09/22/2026

When you buy a dental practice, are you buying the real estate too?

In this First Street Soundcheck clip, we talk about how the building can factor into a practice acquisition — from its value within the overall transaction to the advantages of owning the real estate where your practice operates.

But the building itself matters, too. Its condition, potential repairs, and long-term suitability should all be part of the conversation before making the investment.

09/17/2026

Thinking about bringing a partner into your dental practice? Look beyond the immediate benefits.

In this First Street Soundcheck clip, we talk about the long term considerations of practice partnerships and why the potential advantages should be weighed against what that partnership could mean for ownership, decision making, and the future of the practice.

The right partnership can create opportunity, but it’s a decision worth thinking through carefully before making it official.

09/14/2026

Do you really need 20% down to buy a dental practice?

In this First Street Soundcheck clip from Ep. 3, we talk about financing a practice acquisition and why the assumptions dentists bring from other types of lending don’t always apply to practice ownership.

Understanding your financing options (and what lenders are actually looking for) can make practice ownership feel a lot more attainable.

🎙️ More from First Street Soundcheck.

09/10/2026

Outsourcing doesn’t have to mean sacrificing quality.

In this First Street Soundcheck clip, we talk about the growing opportunities to outsource certain business tasks and why finding the right person still comes down to doing your homework.

The takeaway? It’s not simply about finding the lowest price. It’s about finding the right person for the job.

See Ep. 1 for more - 🔗 in bio.

Address

17 S Oak Street, Ste 100
Union, MO
63084

Telephone

+16362663010

Website

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