CE FOR DOCTORS & SPOUSE
What do football & your financial freedom have in common?
Both kick off in Charlotte on Sept.12th! Join us for “Achieving Financial Independence” plus fun-filled networking at our Panthers Tailgate Party!Learn More
Positioning Your Practice for a Successful Transition
Discover from Transitions specialist Wade Coleman, JD how to optimize success of your inevitable transition–whether near-term or long-term.Webinar Info
Reach Your Goals Faster with Better Results and Less StressWatch Video
Marketing | Marketing Strategies
Would you surprised if the “winning” doctors—operating at full capacity—are getting BETTER results while spending LESS money on marketing? Plus, 3 requirements you must satisfy to maintain a highly-effective patient referral program.Read Article
Investments | Investment StrategyRead Article
Personal Finances | General/OtherRead Article
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How We Help Dentists and Specialists
Our full range of business and financial services provide comprehensive convenience you can't find anywhere else.
Each of our affiliates will help you attain the goals you aspire to - every step of the way.
Plan and protect your future and your family with a personalized gamplan to ensure you reach your business and financial goals.Learn More
Over 3,000 doctors have relied on us to successfully transition their practice. You can count on us to help you do the same.Learn More
What sets us apart is our extensive knowledge of the dental industry. Our experienced team is here to provide the legal expertise you need.Learn More
Custom investment strategies designed to meet your time horizon, cash flow needs, growth requirements, and tax objectives.Learn More
Maximize your tax-deductible retirement plan contributions - start planning for tomorrow, today.Learn More