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Who We Serve

Dental Professionals

What are your biggest concerns about your financial future? It’s probably safe to say that paying off your student loans and/or growing your practice are a priority. What about investing in your future and maintaining the lifestyle you envision for yourself and your family?

You are one of a kind and so are we. We are a resource for dental professionals. We listen, educate, simplify the financial planning process, and assist you with making the right financial decisions for your unique situation.

Throughout each phase of your career – dental school, residency, practice – you have a desire to protect your income and make the most of it. We understand that desire because Dustin Peltier has worked with dentists for over a decade, as the Endorsed Disability Insurance Agent for the University of Minnesota, School of Dentistry.

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Medical Professionals

When is the last time you had a financial health check-up? As a medical professional, you are aware of the role financial stress can play on your health and well-being. Think of us as preventative care. A check-up now can get you on the road to good financial health with the right diagnosis and treatment plan.

You also know the value of education and that’s our specialty; giving our clients the information they need to make the right financial decisions for themselves.

We can help you transition from medical school to residency to practice, while protecting your income and maximizing your after-tax dollars, helping you pay off your student loans and invest in your future.

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Families & Individuals

Do you have the information needed to help lead you to a predictable and stress-free financial future, without modifying your lifestyle? Let’s face it, at the end of the day, you care about the money you have after taxes, and we care about that too.

As financial educators, we are your resource. We teach you how to protect your income, reduce taxes, minimize risk, and maximize gains. We give you the information you need to make the financial decisions that are right for you and your family.

We focus on the process, not products, and provide coordination and integration of your protection, assets, liabilities and cash flow.

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