Practice Owners

As you build and expand your practice, you are likely looking long term toward protecting your practice from unforeseen circumstances, securing your retirement and funding your children’s education. We’re here to keep driving your financial success and practice forward through expert advice from our insurance and investment planning professionals.

We provide financial planning expertise and exclusive access to insurance and investment solutions, complete with preferred pricing for dental professionals. To ensure a brighter financial future, our investment planning advisors can help you find the right investment solutions to help you meet your goals. And to safeguard you, your family and practice from potential financial risks, we offer a valuable range of protection, from disability and family life insurance to malpractice, office overhead and staff insurance plans—plus much more. We can also protect you from construction risks when building or renovating your practice. To learn more about how our advisors can support you and your practice, simply book a meeting.