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.


Retirement planning (Part 1 of 2)

Contributed by Jeffrey E. Wherry, CFP, CLU, ChFC Managing Director, Wealth Management Treloar & Heisel Wealth Management Perhaps you’ve started setting aside some money toward ...


5 Things to look for if you’re in the market for a disability income insurance policy

Contributed by D. Scott Fehrs, ChFC Chief Executive Officer, Treloar & Heisel, Inc. Do you really need it? Your ability to generate revenue is your greatest asset – if something were to ...


Financial Matters

In my work with dentists and residents in training, I am frequently approached by students who need help with creating a financial foundation. Most are unsure where to start. If you feel the ...


An Introduction to Disability Income Insurance

Contributed by D. Scott Fehrs, ChFC Chief Executive Officer, Treloar & Heisel, Inc. Do you really need it? Your ability to generate revenue is your greatest asset – if something were ...


The Question No One Wants To Answer: “What If I Die Or Become Disabled Today?”

By Kenneth C. Thomalla, CPA*, CLU, CFP® Chief Operating Officer Treloar and Heisel, Inc. As we go through life and plan for our future, some of us develop a financial plan. This plan has many ...


What Do I Do With All This Debt?

One of the most common questions we hear from students pursuing dental training is: “What do I do with all this debt?” Specifically, they are interested in finding out whether they should pay off ...


Commonly Overlooked Items In Business Owner Policies

A business owner policy, frequently abbreviated to ‘BOP,’ is an insurance policy you would buy to protect your business from a wide variety of property and casualty risks. Bundled into a single ...


Tax-smart Retirement Planning

In our line of work, we find that when it comes to understanding their retirement planning options, people are confused by the differences between defined contribution and defined benefit plans. If ...


Get to know your riders: A guide to maximizing the efficiency of your disability income policy.

Contributed by D. Scott Fehrs, ChFC Chief Executive Officer, Treloar & Heisel, Inc. CA Ins. Lic. #OD07615 AR Ins. Lic. #0811108 If you’re in the market for disability income insurance, ...


Navigating the Dental Malpractice Maze

By Kenneth C. Thomalla, CPA, CLU, CFP® Chief Operating Officer Treloar and Heisel, Inc. The time to understand your malpractice insurance coverage is not during a lawsuit, when it’s too late to ...