Resource Center

We invite you to explore our resources section, including a carefully selected list of articles on a wide range of financial topics. Please do not hesitate to contact us with further questions or a request to meet with a member of our financial services team.


Get to know your riders

  If you’re in the market for disability income insurance, it’s time to get familiar with an important component of the policy: the “rider.” Consider the rider an enhancement to your ...


Risk management: Insurance needs for every stage of your career.

Regardless of how your professional and personal life unfolds, you will have to manage your risk throughout your career. In this article, we will take a brief ‘risk management’ journey– from ...


Starting a practice? Here are some pointers on risk management.

Starting a practice? Here are some pointers on risk management.   Buying a practice, or starting one from the ground up is both exciting and fraught with countless details. In our work ...


First-time insurance buyer? Make sure to read this.

First-time insurance buyer? Make sure to read this. Before you shop for insurance, shop for the right advisor. You’ve probably heard about how important it is to protect your ability to earn ...


The Dental Student’s Guide to Applying for Disability Income Insurance

Contributed by Christian Pearson, National Director of Dental Partnerships, Treloar & Heisel, Inc. In our work with dental students across the country, we spend a lot of time talking about ...


Understanding investment returns

Contributed by Joshua C. Miller Wealth Advisor Treloar & Heisel Wealth Management         At our firm, we find that once clients are settled into ...


Wondering what to do with student debt?

 Contributed by Shawn M. Johnson, ChFC, CLU, CLTC Vice President, Sales   One of the most common questions we hear from students pursuing dental training is: “What do I do with all ...


A primer on loans

Contributed by John Adcock, ChFC, CLU Regional Director Treloar & Heisel, Inc.   Debt is perhaps one of a dentist’s most lethal of financial weapons. Misuse it and there ...


Don’t let student debt…

Contributed by Christian Pearson, National Director of Dental Partnerships, Treloar & Heisel, Inc. “How should I repay this student debt?” is the question I probably hear most often as I ...


Retirement planning (Part 2 of 2)

Contributed by Jeffrey E. Wherry, CFP®, CLU, ChFC Managing Director, Wealth Management Treloar & Heisel Wealth Management         One of the worst ...