GROW AND PROTECT WEALTH
Established dentists can reap greater rewards — but may also face greater risks.
Fortunately, the advisors at CDSPI Advisory Services can you help maximize your investment opportunities and strengthen your insurance safety nets. At no cost to you, our licensed, non-commissioned insurance and investment professionals will help you build customized portfolios that address your distinct insurance and investment planning needs at this stage in your career ─ and beyond.
Examples of specific ways advisors can assist established dentists include:
Planning advice is provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.
"It's a great feeling knowing that CDSPI is just a phone call away when we have questions about our insurance or investments. We've always received prompt and effective advice."
Dr. Karim Nanji