PROTECT YOUR GREATEST ASSET: YOU

Ask us for a complete protection analysis
Plan - Protect - Prosper

Whether you are a new dentist, or you have owned your practice for years, you’ve worked hard to be where you are today. The financial decisions you make in your practice now can change the face of your future for years to come.

Through our committed relationship with the Oregon Dental Association, we have served the interests of the dental community for over 25 years. We provide comprehensive financial and risk management services to help guide our dental practitioner clients on the safest and most prosperous path to retirement.

Our areas of expertise and strategic partnerships include:

Owner & Employee Benefits

  • Retirement Planning
    • SIMPLE IRAs
    • Traditional, ROTH, Safe Harbor
      401(k) Plans
    • Fully Insured Retirement Plans
    • ERISA Bonds
    • Tax Reduction Strategies
  • Group Health Insurance
    • Medical Insurance
    • Health Savings Accounts
    • Qualified Sick Pay Plans
  • Voluntary Group Benefits
  • Worker’s Compensation Insurance

For personal assistance, call (541) 382-8949 or contact us.