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Dental Practitioners

Excel at what you best. Dentistry. And we will help you do the rest 

Dentists are unique in the sense that as a business owner, you have two full-time jobs - practice dentist and CEO. We will work with you to develop a holistic perspective that strives to integrate the successful operation of the practice with their personal financial plan. It is our priority to help you navigate both personal and business financial matters

360 Wealth Strategies specializes in helping dental professionals develop sound retirement strategies. We educate our clients about financial concepts and products and help take the mystery out of investing, insurance, estate conservation, and preserving wealth.  Dentists face many challenges of retirement today, therefore, we use a comprehensive financial planning process to help dentists identify their goals, get organized, create an action plan, and put themselves in the best possible position for success. Don’t hesitate, schedule your complimentary initial analysis today!

4 Strategies for Physicians

As investors, physicians face unique challenges and have particular needs. This whitepaper discusses how to help them grow their wealth, protect their assets now and in the future, and thrive financially in an ever-shifting landscape of industry changes

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Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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