Codrea Financial Services

10/08/2026

For families with significant assets, long-term care planning is about more than preparing for future care needs. It can be an important component of a broader wealth management strategy, helping protect the assets you've worked hard to build, preserve your legacy, and provide greater confidence in your long-term financial plan.

Thoughtful planning today can help create more options for tomorrow. Read our latest blog to learn how long-term care insurance may support your overall financial goals and help safeguard what matters most: https://www.codreafinancialservices.com/blog

10/06/2026

As the seasons shift, it's a great time to pause and reflect on whether your financial plan still aligns with your goals. From career changes and growing families to retirement planning and legacy considerations, life rarely stays the same for long.

If you've experienced changes this year, contact us to discuss how your financial strategy can evolve alongside your life:

https://www.codreafinancialservices.com/contact

10/01/2026

Are your financial goals still aligned with your life today? Life changes, priorities shift, and your financial plan should evolve right along with them. Taking time for a review can help ensure you're staying on track and making the most of the opportunities ahead. If it's been a while since you've revisited your plan, let's connect: https://www.codreafinancialservices.com/contact

09/29/2026

It’s always fun to go back and talk with some dental students about preparing for their financial futures. The Psi Omega house has been a place I’ve spent many hours in and it’s fun to see the old class photos and reminisce on past tailgates and other activities I’ve hosted over the years.

09/24/2026

What if this year's family reunion did more than bring everyone together?

Alongside the BBQ and group photos, many families are having important conversations about money, retirement, inheritance, and financial goals. Those discussions could have an impact for generations to come. Click the link to read the article:

https://www.codreafinancialservices.com/articles

The sprawling Rosenthal clan is meeting this weekend to reconnect and empower future generations with family wisdom on finding success.

09/21/2026

A little preparation now can make year-end planning much easier later.

Our Year-End Financial Planning Prep Checklist can help you stay on top of important financial tasks and identify opportunities before the calendar turns.

Dive into the checklist today!

09/18/2026

Excited to have plenty more helpful tips and content for dentists from the ODA Annual Session for

09/17/2026

Hard to believe but I’m celebrating 20 years attending the ODA Annual Session. It’s always great catching up with some many dentists and business partners.

09/17/2026

You spend your days protecting your patients' smiles. 😁

But is your practice protected?

Whether you're an established practitioner or just starting your own practice, having the right insurance coverage can help you prepare for the unexpected and keep your business moving forward.

Read our latest blog to learn more about insurance protection for dentists: https://www.codreafinancialservices.com/articles

Dentists and their staff often spend their time processing insurance payments and explaining to their patients the benefits of the patient's own dental insurance. But what about the insurance products dentists need to protect themselves from malpractice, liability, and permanent disability?

09/14/2026

🦷 What happens when financial planning goes beyond investments and market updates?

That's the idea behind Beyond the Drill.

Created specifically for dentists, Beyond the Drill features short videos, practical checklists, real-world case studies, and actionable planning insights designed to help you make more informed financial and business decisions throughout your career.

Drawing on more than two decades of experience working alongside dentists, the goal is to share lessons learned, opportunities often overlooked, and strategies that can help bring greater clarity to complex financial decisions.

To kick off the series, we've recorded a brief introductory video explaining what Beyond the Drill is all about and what you can expect in future editions.

🎥 Watch the video and discover a fresh perspective on financial planning for dentists: https://youtu.be/QPPPse23by8