Services & Pricing for New Dentists

Dentist Disability Insurance Advice

$0 - no direct cost

You’re getting:

  • Dental specific disability quotes

  • Help to obtain lifetime student/resident discounts

  • Comparison b/w carriers - Guardian, Mass Mutual, Principal, Ameritas, Standard, Protective (through ADA)

  • Advice based upon language definitions in each plan

  • Explanation of optional riders

  • Assistance with application paperwork and medical underwriting

Financial Planning

$199 /month

($0 during final year of dental school - Sept 2026 through Aug 2027)

(50% 1st year of practice - $99 from Sept 2027 through Aug 2028)

You’re getting:

  • Student Loan Planning

  • Savings & Investing Planning

  • Retirement Income Planning

  • Insurance Advice

  • Real Estate Advice

  • Debt Management Advice

Investment Management

0.25% - 0.75% AUM (assets under management)

You’re getting:

  • Professional Investment Management

  • Diversified Investment Portfolios

  • Tax Efficient Investing

  • Tax-loss Harvesting

  • Low Fees

  • Portfolio Rebalancing

  • Asset Class Allocation