Services

We offer a variety of services to the dental professional.

Business Planning

  • Lease reviews and negotiation
  • Buy in and buy out structuring
  • Associate contracts
  • Employee manual
  • HR and hiring
  • HIPPA,OSHA,Radiation CE, Child Abuse Reporting
  • Licensure compliance
  • Insurance and reimbursement management
  • Paperless transition assistance
  • SWAP Dental 

Wealth Management

  • Retirement planning
  • Insurance needs
  • Educational planning
  • Tax tips
  • Vacation home planning

Estate Planning

  • Wills
  • Trusts
  • Power of Attorney and Health Care Directives
  • Letters of instructions to your family
  • Insurance

Take control of your business, wealth, and estate planning today!

Contact Nora

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