Smart Solutions That Serve Your Practice

We understand the unique needs and challenges white coats professionals often face when it comes to getting the right insurance in place. We specialize in offering supplemental insurance options that will support you and your team, including buy-sell insurance, key man insurance, and business overhead expense (BOE insurance).

It is important to offer a 401K plan as part of your competitive benefits package to attract and retain great talent. As a business owner, understanding the proper retirement plan design to benefit you and your staff, while minimizing taxes is critically important. We help you take the guesswork out of your fiduciary obligation by creating a plan that works for your practice and your team. 

Starting a dental or medical practice is expensive. Finding the right loan structure is vital to your financial health. We help you objectively review your business loans, then we independently network with lenders who may fit your specific needs.

The legal needs of a medical or dental office can be overwhelming. Changes can be required with new partners or when you consider selling your practice. We act as the quarterback of your team of advisors by working closely with you and your partners to understand your goals and challenges, then work with your attorney to develop the right legal framework.