Complimentary Insurance & Investment Review

Complimentary Insurance & Investment Review

Contact an Investment Planning Advisor from CDSPI Advisory Services Inc. for a complimentary, no-obligation review of your portfolio. This is a membership benefit of the MDA.

Why Dentists Need a Financial Plan

A financial plan is designed to provide a blueprint to help you achieve your financial goals. Whether that’s buying a practice, paying off student debt or deciding which ETFs to buy, a solid financial plan is the path to make those goals a reality.

Creating Agreeable Associate Agreements

Matthew Wilton, a lawyer who has expertise with dentist contract negotiations, explains some of the core principles of creating a strong Associate Agreement.

When Should Dentists Incorporate?

Brad Bokhaut, CPA, discusses the best times for a dentist to incorporate.