Providing insurance and financial services to dentists and medical professionals in every phase of life.

    Welcome to
    Treloar & Heisel

    Our goal is to help dental and medical professionals find, identify and implement insurance and wealth management solutions that will serve them now and in the future. Our goal is to help clients have peace of mind so they focus on what is most important to them: their lives, their families, and their careers.

    The Full Life Process™

    Embarking on a dental career is no easy feat, which is exactly why you need to protect every aspect of it.

    At Treloar & Heisel, look at your entire experience — past, present, and even your future — to create a comprehensive plan that meets the unique needs of your dental career.

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    Through our methodology, we holistically examine your life and career to create a financial action plan that helps you reach your goals. With strategic check-ins and effective tools, you can feel confident as we guide you through the implementation and optimization of your unique plan.

    From helping you consider your options for managing dental school loans, to protecting your income and your loved ones, to planning for retirement - however far or near that date may be for you - we’re here to help you at every stage of life.

    Professional Preparedness Timeline

    See where you are and how you can prepare for the next stage of your career.

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    DENTAL SCHOOL

    Once you’ve been accepted into dental school, you’ll begin studying and practicing dentistry. Whether you want to be a generalist or specialize, it’s good to keep an eye on what’s ahead. If you took out loans to finance your training, start educating yourself on the student debt repayment plan that’s right for you. While you are young and healthy (attributes that make for more affordable insurance rates), it’s also a good time to secure relevant insurance coverages - like malpractice and disability income insurance. 

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    EARLY CAREER

    As you graduate and obtain your licenses, you have a few different career path options, including joining an existing practice or starting your own. Whichever path you choose, you’ll need to make sure you are financially prepared and have the necessary insurance to protect yourself.

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    IN PRACTICE

    During your career, you may encounter various scenarios including hiring employees, entering into a business partnership, expanding your practice location, or planning for your family’s future. As you face these needs you’ll need the right guidance to be successful, including effective risk management tools created specifically for dentists.

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    PREPARING FOR RETIREMENT

    Planning for retirement is far from the dental student’s mind, yet dentists who are most successful begin saving - even minimally - soon after they launch their careers. With effective financial planning and wealth management strategies and time to execute them, you can feel confident to move through your dental career with a roadmap. How much to save, and where, these are questions that need to be addressed via a methodical process that looks at your full life.

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    RETIREMENT

    According to the ADA, the average age for a dentist to retire is roughly 68 years old.  It’s important to work with a financial professional who can continue to advise you throughout your years of retirement. You may also be considering how you will leave a legacy for your family and loved ones.

    Services and Solutions For Every Stage of Your Career

    As a dentist you understand the importance of having the right tools and training to excel at your profession. We feel the same way about our work. By working with insurance and financial professionals who specialize in the unique needs of dental professionals, you can feel confident at every stage of your career. 

    With decades of experience in guiding dental professionals, Treloar & Heisel can help you design a plan for your full life, including protecting the things you value and helping you grow and prosper.

    IN TRAINING

    IN PRACTICE

    NEAR RETIREMENT

    A Trusted Partner For Your Dental Career

    We provide experienced guidance and advice for the decisions ahead, so you can focus on a strong start to your career. Learn more about how we help those beginning their dental careers.

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    Practice with the Confidence of Being Prepared

    Customized risk management solutions to support your professional success.

      Learn More

    Strategies for Smooth Transitions

    Plan and execute your transition to retirement with professional, experienced guidance.  

      Learn More

    Services and Solutions For Every Stage of Your Career

    As a dentist you understand the importance of having the right tools and training to excel at your profession. We feel the same way about our work. By working with insurance and financial professionals who specialize in the unique needs of dental professionals, you can feel confident at every stage of your career. 

    With decades of experience in guiding dental professionals, Treloar & Heisel can help you design a plan for your full life, including protecting the things you value and helping you grow and prosper.

    A Trusted Partner For Your Dental Career

    We provide experienced guidance and advice for the decisions ahead, so you can focus on a strong start to your career. Learn more about how we help those beginning their dental careers.

      Learn More

    Practice with the Confidence of Being Prepared

    Customized risk management solutions to support your professional success.

      Learn More

    Strategies for Smooth Transitions

    Plan and execute your transition to retirement with professional, experienced guidance that puts your best interests first.  

      Learn More

    Resources for Dental Professionals

    A Wealth of Knowledge and Experience For Specialists, Dentists, and Physicians

    What our clients are saying…

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      Jessica Doe
      CEO - Doe Company

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