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Implementing Fiduciary Solutions in Your Practice

To start benefiting from fiduciary solutions, dentists should first assess their current financial strategies and identify areas where these solutions could provide the most value. This might involve evaluating existing retirement plans, investment portfolios, or insurance policies to determine if they align with the practice's long-term goals.

Once areas for improvement have been identified, dentists can work with fiduciary advisors to develop customized strategies that address their specific needs. This might include restructuring retirement plans to maximize tax benefits, diversifying investment portfolios to mitigate risk, or exploring insurance options that provide comprehensive coverage at competitive rates.