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Financial Products & Services for Dentists

NEW DENTAL GRADUATE

As a recent graduate, your main concern is setting the foundation for a rock solid career. Wealtthcare Financials creates comprehensive coverage plans that protect your income without draining it.

ASSOCIATES IN PRACTICE

At this stage in your career your plate is full. Let our open architecture approach save you time and resources scouring the market for the best solution. With over a decade of experience we are sure to find your perfect match.

DENTAL PRACTICE OWNERS

As a business owner, your workload is at an all-time high. From employee benefits, key person insurance, income protection, overhead expense protection, and buy-sell agreements, our business owner program is designed to keep your business properly protected and running smoothly.

We are proud to work with those who keep our smiles bright each day. Wealthcare Financials assists in education on how to protect your income first and covers all of the various life insurance options. With so much industry jargon and technicalities, we also have a dedicated professional walking them through the underwriting process, guidelines, and timeline for approvals.

 

For those who own, or plan to own a dental practice, we focus on the core philosophy above, but also showing the importance of protecting their practice from disability with Business Overhead Expense insurance. 

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For those who have Partners in a Dental Practice, we educate them on the importance of funding Buy/Sell Agreements with Life and Disability Insurance solutions that allow a Partner the ability to buy out the other in the event of such a tragedy. This is all done so that money from your practice, cash flow, or savings, does not need to be utilized to fulfill such critical obligations.

Get Started Now!

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Kris Schwartz

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Office: 512.651.2977 

Fax: 512.758.8022

Mobile: 210.382.1857

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kschwartz@cwsplanning.com

 

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901 S. Mopac Expressway Barton Oaks IV
Suite 150
Austin, TX 78746

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.   

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Capitol Wealth Strategies and Wealthcare Financials is an Agency of The Guardian Life Insurance Company of America®  (Guardian), New York, NY.  Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, TX 78746, ph# 512.651.2009 PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. 

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 2023-164490 Exp 2025

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