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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.

Children Riding a Bicycle

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.

Estate Planning Tips: How to Avoid Common Pitfalls

Estate planning is a crucial aspect of financial management that ensures your assets are distributed according to your wishes after you pass away. However, even the most well-intentioned plans can go awry if not carefully crafted and regularly updated.

Planning for Children with Disabilities Using Evidence-Based Strategies

Caring for a child with a disability requires careful planning, extensive research, and a deep understanding of the available resources and strategies.

What You Should Know About Communication with Your Financial Advisor

As a financial advisor, maintaining clear and effective communication with clients is one of the most critical aspects of my job. Here’s what you should expect regarding communicating with your financial advisors and how setting the right expectations can lead to a more productive partnership.

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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