Dentist Exit Planning and Terrell Advisors, LLC is a Registered Investment Advisor in the State of Iowa. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, attorney, or tax professional before implementing any strategy discussed here.