Financial Planning for the Dental Industry

We specialize in providing comprehensive and coordinated business and personal financial planning for professionals and practice owners in dental and oral specialties, helping them achieve financial security and encouraging them to dream big.

With an in-depth understanding of the various practice models within the dental industry, we identify your position in the business cycle, define your objectives and target goals, and determine the resources needed at every stage. Whether you are a student seeking your first associateship, an independent practice, or a small group, we are here to support you.

Our unique network of professionals focused on the dental industry allows us to coordinate directly with them on your overall plan, offering you the peace of mind that comes with having a dedicated team supporting your practice.

Dental Financial Planning

Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4