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
Search By Popular Topics
Dental Practice Business Tips
Long Term Care Planning
3 Considerations Before You Sell Your Dental Practice
Aug 15, 2022 9:00:00 AM
As a dental entrepreneur, investing in the real estate or lease for your practice was a crucial decision that has helped you drive long-term success...
Retirement Planning: 3 Reasons You Should Start Early
Jul 13, 2022 9:00:00 AM
Retirement planning is a crucial part of your comprehensive financial plan. The earlier in your career you start preparing for it, the more you can...
Tips for Transitioning from Practicing to Retired Dentist
Mar 11, 2020 9:00:00 AM
Heading into retirement? Make sure your transition from practicing to retired is as seamless as possible with these tips.
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...
Tax-smart Retirement Planning
Jun 3, 2016 9:53:01 AM
In our line of work, we find that when it comes to understanding their retirement planning options, people are confused by the differences between...
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...