Education

Creative Planning Dental Financial Freedom

Disability Insurance is a Non-negotiable

Insurance Planning for Dental Professionals You have dedicated years of your life to becoming a dentist, sacrificing time and freedom to achieve a successful career that will allow you to support your family and help your patients live healthier and more comfortable lives. Now is the time to ensure you are ...

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Insights & Guidance From Our Leading Professionals

We believe that financial information, education and awareness are essential to everyone.

Five Ramifications of Not Having a Plan

And Why Financial Planning is Especially Important for Dental Professionals According to Charles Schwab’s 2019 Modern Wealth Index Survey, only 28 percent of Americans have a written financial plan.1 Most of the remaining 72% of Americans said they didn’t have enough money ...

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