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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?

How much cash flow should I transfer from my practice to my personal life?
What do I need to consider in planning for the transition of my practice?
How can I be more strategic with equipment purchase and leasing decisions?
What strategies can I use to minimize my ongoing tax burden?
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Why is Vistica the best fit for your needs?
Because we understand you.

You are a small business working in a highly regulated profession. So are we.
You are highly specialized. So are we.
We understand your business and the regulations governing it.
You serve your patients based on science.
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Our investment recommendations

These are based on peer-reviewed studies which were endorsed by Nobel Laureates in Economic Sciences.

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.

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Reno, NV Location
10775 Double R Blvd. Reno, NV 89521
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Learn more from our blog!

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Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

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Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Building a Comprehensive Special Needs Life Care Plan

When you have a loved one with special needs, ensuring their well-being and quality of life is a top priority. A comprehensive special needs life care plan is crucial in providing long-term care and support for individuals with disabilities.

The Unique Financial Needs of Dental Practice Owners

Owning a dental practice isn’t just a profession; it's also a business. While the primary focus for dentists is providing excellent dental care to their patients, dental practice owners must also navigate the complex world of finances to ensure the sustainability and success of their practices.

Retirement Planning for Dental Practice Owners: The Importance of Starting Early

Managing these expenses while maintaining profitability can be challenging.Irregular Income: Dental practice income depends on patient flow, insurance reimbursements, and seasonal fluctuations.

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If opportunity doesn’t
knock, build a door.

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Let's start planning together, call 760 854 4003