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.

    Planning for a Full Life

    Achieving your career goals is no easy feat, which is exactly why risk management strategies are crucial to protecting your future.

    At Treloar & Heisel, we look at your career path — past, present, and future — to create a holistic, solid financial foundation to protect all you’ve been working towards. 

    With our resources and support, you can feel confident that you’re on a path  that can adapt to support your evolving career, allowing you to focus on the things that matter most.

    We believe in helping you find peace of mind no matter what the future may hold.

    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 looking ahead to 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

    Dental School

    MEDICAL AND DENTAL SCHOOL

    Whether you want to be a general practitioner or choose to specialize, it’s wise to map out your plan for success while you are still in school. Since your health and your age contribute to insurance rates, now is the ideal time to secure affordable coverage, such as disability income insurance and malpractice.

    Early Career

    EARLY CAREER

    As you graduate and obtain your licenses, you have career path options, including joining an existing team or starting your own practice. Whichever path you choose, you need to ensure you have the necessary insurance to protect yourself. A tailored home and auto insurance policy, for example, can protect your physical assets as you grow your financial wealth.

    In Practice

    IN PRACTICE

    During your career, you may decide to hire employees, become a business partner, or plan for your family’s future. With professional guidance and support, you can safeguard your career at every stage with risk management tools tailored for you. One key coverage to consider at this time is a business owner’s policy designed to protect you, your employees, and your practice.

    Preparing for Retirement

    LOOKING AHEAD TO RETIREMENT

    Retirement is far from the student’s mind, yet medical and dental professionals who are most successful begin planning soon after they launch their careers. Many of these seemingly faraway decisions aren’t acted upon until you near retirement, but it’s most prudent — and most cost-effective — to set them in motion today. For example, it’s a good idea to think about legacy and long term care decades prior to retirement.

    Retirement

    RETIREMENT & BEYOND

    The average retirement age for dental and medical professionals is approximately 65. Pre-retirement and retirement comes with a host of decisionmaking opportunities, including considering how you will leave a legacy for your family and loved ones. It’s important to work with a financial professional who can continue to advise you throughout your retirement years.

    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.

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    Practice with the Confidence of Being Prepared

    Customized risk management solutions to support your professional success.

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    Strategies for Smooth Transitions

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

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    Working With Treloar & Heisel For Your Insurance Needs

    Treloar & Heisel, an EPIC Company, is a premier financial services provider to medical and dental professionals across the country.

    For 65 years, our team has assisted thousands of dental and medical professionals from school to practice and through retirement with a comprehensive suite of financial services, custom-tailored solutions, and a strong national network focused on delivering the highest level of service.

    Our experienced team can help you protect and prepare for what lies ahead. With advisors located throughout the nation, we're here to help support you. Use our Advisor Locator to find an advisor in your area.

    Treloar About us-thumb-2

    Proud to represent these fine companies and many more.

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    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

    Start Your Journey With Us

    It’s important that your insurance can keep up with every stage of your career. Building a solid insurance foundation can provide you the peace of mind that your finances and lifestyle are protected now and into the future.

    To explore your options, schedule your free consultation today by filling out the form below.
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