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Services & Pricing
See how our advisors use Elements® to monitor the most important indicators of your financial health on a recurring schedule.
Elements®
Learn how we build and manage your investment portfolio to capture the long term growth and tax advantages of capital markets.
Investing
If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered a superstar investor and he is probably the most well-known...
Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.
Are Alternative Investments for You? – Episode 305
Here’s When It’s Time to Hire a Practice Coach – Episode 304
Enough is Enough: Stop Playing the PPO’s Game with Jordon Comstock
5 Secrets to Becoming a Financial Power Couple – Episode 303
Dental Finance 101: Why Financial Products Aren’t Financial Plans
By Dentist Advisors
What Dentists Want to Know — Listener Q&A #21 – Episode 302
Dave Ramsey Isn’t Talking to You – Episode 301
Do Dave Ramsey’s “Baby Steps” Apply to Dentists?
The Dentist Money™ Show Celebrates 300 Episodes – Episode 300
Demystifying the Estate Planning Process with Nathan Kavlie
Why Story-First Marketing Attracts New Patients – Episode 299
5 Retirement Costs You’re Probably Overlooking
