MedDent Solutions functions as an integrated ecosystem—protecting what you earn, optimizing what you build, and growing what you keep. Unlike fragmented advisors who address only one piece of the picture, MedDent Solutions delivers coordinated insurance, business consulting, and financial planning solutions under one roof. Our approach is strategic, practical, and deeply aligned with the unique challenges of healthcare professionals—from complex compensation and practice ownership to liability exposure and long-term exit planning.
Strategic guidance for dentists who want clarity, growth, and optionality. Dentistry is clinical but running a successful practice is not.
MedDent Business exists to help dentists make better business, financial, and life decisions with confidence. We work alongside you to clarify priorities, identify opportunities, and turn complexity into clear next steps. Most dentists don’t need more information they need alignment.
This is not one-size-fits-all financial advice. This is not an office-on-every-corner financial planning firm. These are not cookie-cutter financial plans designed for the so-called mass affluent.
MedDent Wealth provides comprehensive financial planning, dentist-specific cash flow and tax coordination, and long-term wealth accumulation strategies. The planning process evolves as your career and practice change over time. Every recommendation is rooted in clarity, structure, and alignment, not in products.
Insurance built for the realities of medical & dental professionals. Statistics show that nearly 1 in 4 professionals will experience a disability serious enough to interrupt income before retirement.
MedDent Protect delivers insurance strategies designed specifically for dentists and medical professionals covering the risks most professionals overlook and structuring coverage to work with your career, not against it.
We support dental and medical professionals through every stage of their career—from residency to retirement. Our comprehensive approach begins with building a strong financial foundation through literacy, debt management, and insurance planning. As you launch and grow your practice, we guide you through ownership decisions, financial planning, and risk management. In mid-career, we focus on wealth accumulation, estate planning, and navigating industry changes. When it’s time to transition, we provide expert exit planning support before, during, and after the sale. Finally, in retirement, we help you preserve your wealth, manage expenses, and create a lasting legacy with purpose.
Financial Literacy, Loan Management, Debt Management, Start Saving, Insurance, Buy or Work?
First 5-10 Years of Practice, Own RE Operating Bus, Financial Planning,
Risk Management
Years 10-20, Wealth Management, Expand the Practice, Robust Estate Planning, Navigating Industry Changes
Pre Sale, Circa Sale,
Post Sale
Enjoy Your Wealth, Health and Purpose, Manage Expenses, Legacy Planning
It’s in our name and DNA. The word MedDent defines the Medical Doctors and Dentists (Including Specialists) we serve. You are our people! Our physical DNA includes many Entrepreneurial Doctors and Dentists. That is where we came from and that is who we are dedicated to serve. From your careers beginning to end, our tailored solutions help you build and protect your future with intention.
