June 21, 2018

The Dentist's Financial Playbook: Managing Risk Through Proper Insurance Coverage

Insurance is an important component of a fully integrated financial plan. In our eighth video, Practice Integration Advisor Katie Collins shares her real-life examples of when insurance provided a necessary safety net, and walks through the five kinds of insurance coverage you should consider.


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About the Author

Katie Collins

Practice Integration Advisor

As a practice integration advisor, Katie works directly with clients to develop a financial plan personalized for their specific situation and goals. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor. Katie joined Buckingham Strategic Wealth through the 2014 merger with Indiana-based Hufford Advisors, where she spent more than 10 years working in various financial planning roles, most recently as a senior planning consultant.