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!
Managing Your Retirement Plan During Times Of Inflation
It doesn’t make headlines like a stock market crash, but inflation quietly chips away at the purchasing power of your savings.
Should I Convert My IRA to a Roth for My Disabled Child’s Inheritance?
When planning for a disabled child’s inheritance, parents and guardians face complex financial decisions. One is particularly impactful: whether to convert a traditional IRA to a Roth IRA.
Avoiding Pitfalls: How Assets Can Impact Your Child’s Government Benefits
For families of children with disabilities, managing assets to preserve government benefits requires careful planning. Programs like Supplemental Security Income (SSI) and Medicaid are essential resources that provide financial and healthcare support.
If opportunity doesn’t
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