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
The Big Brush
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Dental Practice Business Tips
9 Financial Planning Tips To Help Dentists Prepare for the Future
Jan 29, 2024 10:36:00 AM
As we enter a new year, it seems like an excellent time to reflect on your financial situation and to set goals for the future. Financial...
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...
Why Dentists Need Financial Planning
Jun 14, 2023 9:00:00 AM
Would you ever take a trip without having a destination in mind or planning how you are going to get there?
3 Benefits of Working with Financial Advisors Who Specialize in Working With Dentists
Mar 22, 2023 9:00:00 AM
As your career advances, you’ll be responsible for managing not only your professional growth but the growth of your overall financial landscape.
3 Common Stressors for Dentists and How to Cope with Them
Oct 27, 2021 9:00:00 AM
Between the time, pressure, and other demands of dentistry, you could face a level of stress that often exceeds that of the general population.
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...
Financial Planning for Dentists: Some Information to Consider
Aug 26, 2020 9:45:18 AM
Financial planning may be useful for professionals in a variety of industries, including dentistry. While an individual’s goals with financial...
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...
Use a “Bucket Strategy” to Reduce Investment Fear
Feb 18, 2016 9:00:02 PM
Investing can be hard. The firm DALBAR publishes an annual study that measures inflows and outflows of mutual funds. Their findings suggest investors...