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 Life Insurance Can Secure Your Child’s Future Care
If you're raising a child with disabilities, you know firsthand the mix of deep love, responsibility, and concern for the future that defines your journey. One of the biggest questions that keeps many parents awake at night is: What will happen to my child when I’m no longer here?
Prepare the Next Generation: Teaching Financial Literacy in Affluent Families
Affluent families face a unique challenge. They must pass down capital and the skills to preserve and grow it. Statistics underscore the stakes. Seventy percent of wealthy families lose their wealth by the second generation, and ninety percent by the third generation. Meanwhile, baby boomers are transferring $84.4 trillion to heirs through 2045.
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“One Big Beautiful Bill”: What’s Changing, What’s Staying, and What's Next
Congress recently passed a sweeping tax and spending policy bill with lots of long-term implications. Much of the news coverage has focused on its difficult legislative path and the potential political, economic and social consequences. But like many people, you’re probably wondering what this new legislation means for you and your family.
If opportunity doesn’t
knock, build a door.
