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?

Treloar and Heisel work almost exclusively in the dental market and can assist with important life transitions.


Dentist showing a woman how to brush her teeth on prosthesis


Know What You Should Have When Transitioning From Your Dental Career Into Retirement


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

Maybe you want to discuss preparation 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.


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.