What We Do
INSURANCE FOR DENTISTS
Disability Income Insurance
Professional Liability / Malpractice Insurance
Term Life Insurance
Permanent Life Insurance
Home & Auto Insurance
Long Term Care Planning
INSURANCE FOR PRACTICES
Business Loan Protection Insurance
Business Overhead Insurance
Business Owner's Protection
Disability Buy-Sell Insurance
Entity Malpractice Coverage
Employment Practices Liability Insurance
Life Insurance For Practice Loans
Life Insurance For Buy-Sell Agreements
FINANCIAL PLANNING SERVICES
Student Debt Management
Who We Help
Jeffrey E. Wherry, CFP®, ChFC®, AIF®
Search By Popular Topics
Dental Practice Business Tips
Dental School Tips
How to Financially Prepare For a Recession
Aug 7, 2023 9:00:00 AM
With all the discussion in the media about an impending recession, we thought this would be a good time to share with you our thoughts about — not...
How to Plan for the Future (as a New Dentist)
Jul 12, 2021 9:00:00 AM
Planning for the future is important, and it's a big part of the life and work of a dentist. Understanding what you can consider for your future, and...
What Makes Dentistry "Worth It?"
Jun 2, 2021 9:00:00 AM
Whether dentistry is “worth it” as a career path is something only an individual can decide. If it's what you want to pursue, and you're ready for...
When to Start Applying for Associate Dentist Jobs
May 17, 2021 9:00:00 AM
Getting through dental school and preparing to move into the working world can be an exciting time. To help maximize your ability to move from dental...
Understanding Investment Returns
Oct 28, 2016 7:45:44 AM
At our firm, we find that once clients are settled into practice, they have disposable income that they are channeling into 401(k)s, other retirement...
Dental Retirement planning (Part 2 of 2)
Sep 30, 2016 3:09:18 PM
Contributed by Jeffrey E. Wherry, CFP®, ChFC®, AIF®: Managing Director, Wealth Management - Treloar & Heisel Wealth Management One of the worst...
6 Steps Dentists Take to Build a Retirement Plan
Sep 23, 2016 3:05:15 PM
Perhaps you’ve started setting aside some money toward retirement in one or more different savings vehicles. Or maybe you’d like to save, but you...
A “Three-Account Cash Flow System” The Building Block of a Financial Plan
Feb 26, 2016 12:25:22 AM
Choose any consumer financial magazine and scan the table of contents. The majority of content often focuses on the same repetitive topics – the best...