Financial Management for Dental Professionals Near Retirement 

     

     

    Helping You Prepare for the Transition to Retirement

    As retirement beckons, you may start to think about the best ways to strategically exit your practice.

    Have you saved enough to live comfortably? Is your dental practice set up for success after you leave?

    We have been helping dentists through important life transitions since 1959.

     

    Dentist showing a woman how to brush her teeth on prosthesis

     

    Transitioning into Retirement

     

    Selling your practice, or transitioning it to a successor, requires thoughtful planning, well in advance of the event.

    Maybe you want advice on how to prepare a junior partner and your team for the transition, or you’re not sure how to go about selling your share of the practice.

    We can assist with:

    • Estate Planning Strategies
    • Business Succession Planning
    • Buy/Sell Agreements
    • Connect you with T&H Wealth Management, LLC, which has extensive experience guiding dental professionals through important personal financial planning decisions

    Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Property and Casualty are all divisions of Treloar & Heisel, LLC.

    Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.

    Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Property and Casualty.

    Treloar & Heisel, LLC., T&H Wealth Management, LLC, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

    TH-200145

    Get a Call from Our Team

     

    Are you ready to get the coverages and help you want as you embark upon your career? We're ready when you are. 

    Complete the form on this page to get a call from the Treloar & Heisel team. We'll work with you to get the policies you need to help your career start on the best foot possible.