We know dentists and their needs. From insurance to financial planning, we help our clients map out their future to ensure and protect growth and prosperity. As experienced professionals in dentistry, we understand the different career paths available to you. Whether you're planning on specializing, buying an established practice, or opening your own office, we can help you become more successful.
SolutionsWealth Protection To Wealth CreationCompletely independent advice from our experts. We are experts in income protection and wealth accumulation for dental students, established dentists and their families. Every dentist hopes to avoid ever filing a disability or critical illness claim, but unfortunately there are numerous injuries and illnesses that can prevent you from practicing.
SolutionsWealth Protection To Wealth CreationCompletely independent advice from our experts. We are experts in income protection and wealth accumulation for dental students, established dentists and their families. Every dentist hopes to avoid ever filing a disability or critical illness claim, but unfortunately there are numerous injuries and illnesses that can prevent you from practicing.
Services
Established in 1995 by dentist, Dr. Ian Wexler, Protect Financial offer insightful and independent advice from both a financial and career perspective, helping their clients map out their future to ensure and protect growth and prosperity. Always available for help or advice, Protect Financial's associates see their clients as partners rather than customers - watching as they grow into wealthy, successful dentists.
You're about to enter the world of dentistry. You'll need experienced and trusted advisors to help steer clear of the potholes in the road to success. We have the map! Any time I am looking at new coverage, Todd surveys the market and provides a few alternatives. He explains each option in detail, including if the lowest cost option is not the best choice in my situation.
Disability Insurance - you need to have it! As a graduating dentist you are eligible for discounts that will continue for the life of the disability policy. We find the best coverage for you now and throughout your career. Mapping out the early stages of your career with student debt on your mind can be overwhelming.
As an associate, you are a self-employed professional with rapidly rising income potential in the first ten years after dental school. You may enjoy the routine and relatively lower stress of your associateship, or you may be itching to become a practice owner. These are the three points to consider right now.
Keeping on top of revenues and expenses, managing your team and dealing with suppliers is all new. We'll share the knowledge gained from advising hundreds of practice owners so you can benefit from their experience. We understand the demands on your time and we know how to get things done quickly and efficiently so you can stay focused on building practice value.
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