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Comprehensive solutions to bring you financial security. So you can focus on caring for your patients and your family.Learn More
Tax & Business Planning for Dentists and Specialists
Reach financial independence with a customized gameplan designed to help you build and protect your wealth.Learn More
Practice Transitions and Brokerage
Your practice transition will affect your professional and personal financial security - you can count on our guidance.Learn More
Continuing Education Events for Dentists & Specialists
Meet our experts, earn CE credits, and network with your top colleagues!Learn More
Investment Outlook: Navigating a Tumultuous Stock Market
Our latest webinar will help you prepare for what's to come in 2019 and learn how to reduce your risk through a volatile stock market.Recording Now Available
Reach Your Goals Faster with Better Results and Less StressWatch Video
Practice Management | Managed Care
Most practices CAN reduce PPO participation. So most likely, YOU CAN too! Learn more about one of the fastest and most cost-effective ways to add 4-10 percentage points to your profit margin.Read Article
Tax | IndividualRead 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
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