Velocity Wealth Management

Velocity-Wealth-Management

MISSION & PHILOSOPHY

At Velocity Wealth Management, LLC, we have our clients—and only our clients—in mind. We specialize in taking Dental students, residents, and new practitioners into the “real world” as smoothly as possible. This begins with education on protecting your greatest asset, your ability to earn an income. We represent the leading Dental Specific own occupation disability insurance companies in the nation and also represent the top life insurance carriers as well. Our mission is to get to know you and understand your current priorities, long-term goals, and desires. We will then educate you on your various company and product options and develop, implement, and monitor a customized protection strategy that’s designed to address your personal and/or business-specific situations so that you are able to focus on what you are best at, growing your practice. For more information on our comprehensive financial advisory services.