Dental Practitioners
In the dental profession, we understand many of the concerns you may be facing as a busy practice-owner.
Do any of the following resonate with you?
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Why is Vistica the best fit for your needs?
Because we understand you.
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Our investment recommendations
We understand the unique financial and physical issues you confront.
Because of your extensive education and student loans, your retirement journey may be starting later than your peers.
Often you are the sole source of support for your family. This means both life and disability insurance are a critical component of your financial plan.
You have more savings challenges because of the need to invest in your practice. It may be prudent for you to establish a retirement plan. We can help you decide which of the many options is optimal for your needs.
We provide the full range of services you need, including financial planning, tax-savvy wealth management, retirement planning, succession planning, integration of your estate planning with your overall financial plan, and insurance review and analysis.
Learn more from our blog!
How to Have Family Conversations About Money
Avoiding money conversations can lead to stress and confusion. Talking openly about family finances can strengthen relationships and protect your financial future.
Business Exit Strategies on Your Terms
If you’re a business owner, you’ll eventually step away from the company you’ve built. You might cash out to the highest bidder or work out a deal to sell the business to the next generation of your family or even to employees. The question is will you be able to make this transition on your own terms? The reality is that most business owners don’t have a clear, documented exit plan. And if you find yourself among them, you could find it leaves you in a tight spot when it’s time for you to step down.
Client Question: What Should I Do With an Inherited IRA?
Inheritances come in all shapes and sizes, whether an heirloom left to you by a loved one or a life-changing financial windfall. Regardless of the form it takes, figuring out what to do next can be a crucial question. This is especially true with inherited IRAs, which can be very well funded, but also come with very specific and complicated rules you must follow to unlock the assets within them. This guide will walk you through the basics of what to do. From there, we can review your personal situation together to help ensure you don’t overlook anything important.
If opportunity doesn’t
knock, build a door.
