Shawn Johnson of Treloar and Heisel discusses the stages of a dental (professional health) career and the implications of each stage for financial and retirement planning with an emphasis on preparation and risk assessment. 

Shawn Johnson is the Vice President of Business Development for Treloar & Heisel.   Over the last 20 years he has helped several hundred dentists implement business and personal insurance policies and develop financial planning techniques and investment plans.  He has assisted in installing retirement plans for dental offices, as well as providing personal savings and investment strategies.  A Chartered Financial Consultant, Shawn is a member of National Association of Insurance and Financial Professionals and the Financial Planning Association of the Pittsburgh.  

Disclosure:
Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Property and Casualty are all divisions of Treloar & Heisel, Inc.

Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.

Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Property and Casualty. Treloar & Heisel, Inc., Treloar & Heisel Wealth Management, and WCG Wealth Advisors, LLC do not offer tax or legal advice. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. The opinions presented are general educational information and not intended as specific advice or recommendations for any individual. TH-210095

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