Services & Pricing for New Dentists

Dentist Disability Insurance Advice

$0 - complimentary

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)

  • Unbiased advice based upon language definitions in each plan

  • Explanation of optional riders

  • Assistance with application paperwork and medical underwriting

Financial Planning

$175 /month

(charges start 6 months after graduation)

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