Trusted for dentist financial planning
Our solution suite is designed to meet the needs of dentists and practice owners across the United States. Our mission is to empower private practices to capture corporate efficiency without losing the personalized touch of a private practice.
Our Expertise:
Our Trusted Providers
We are considered a non-captive broker which means that we are not restricted to one product or service within any given company. This allows each employee to be a representative and not a sales-person. Each dentist has a unique situation with specific needs and we service each person with the highest level of care.
Our Founding
Dentists have unique financial problems from the mountains of student loans to the business of everyday life preventing constant financial oversight. That’s why we specialize in providing high level financial planning to each dentist we connect with.