CARING FOR FAMILIES
Starting a family can require changes to your insurance and investment coverage. Fortunately, as a dentist, you can turn to highly qualified advisors at CDSPI Advisory Services Inc. for financial planning assistance. At no cost to you, these non-commissioned, licensed insurance and investment professionals — who work exclusively with dental professionals — can help you protect your family's standard of living and provide strategies to help you achieve your investment goals.
For example, the advisors can assist you with:
Planning advice is provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.
"When our insurance, investment, practice, tax and estate planning situation became more complex, we were ready for a full service advisor who could take a look at the entire picture and give us unbiased recommendations. Our advisor is very accessible and responsive, so we are quite happy and appreciative of this valuable member benefit which CDSPI provides."
Dr. Monica Muntwyler