Solutions
From Student To Practitioner
Our planning process is guided by establishing trust and demonstrating integrity during every client interaction. Expect access, attention to detail, and strict confidentiality in every client engagement with our team.
Long-term Disability Insurance for Dentists
Protection for your most valuable asset: your ability to earn an income
Policies available with True Own-Occupation definitions
Optional Riders may help cover monthly student loan payments if disabled
OHSU School of Dentistry discounts available
Coverage available through multiple major insurers
Student-Loan and Debt Management for Dental Practitioners
Helping you plan a path forward towards repayment.
Review of payment options, deferment options and forgiveness options.
Review of refinancing options
Goal Setting and Financial Planning for Dental Practitioners
Short-term and Long-term financial plans unique to new dentists
Budget planning and prioritization
Thoughtful risk-based planning
Being a valuable team member to include your attorney, CPA and lender.