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!
Integrating Life, P&C and Disability Insurance with Your Overall Financial Plan
Insurance is a critical component of a well-rounded financial plan. Life, property and casualty (P&C), and disability insurance each serve distinct purposes, protecting different aspects of your financial health.
Facilitating Open Communication: Financial Advisors and Family Wealth Transfer Meetings
Facilitating open communication about wealth transfer is vital to ensure the longevity and harmony of family wealth. Here’s how you can work with your financial advisor to foster transparent discussions and build trust among family members.
A Recent Amendment to Supplemental Security Income Regulations Will Help the Disability Community
The Social Security Administration (SSA) recently amended its Supplemental Security Income (SSI) regulations. This federal program provides financial assistance to elderly, blind, and disabled individuals with limited income and resources.
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