The Pennsylvania Dental Association Insurance Services (PDAIS) is proud to announce their strategic relationship with uFinancial Group.

uFinancial Group develops programs servicing the needs of DENTISTS.

FINANCIAL PLANNING

Fee-based Financial
Planning Division

Fixed Plan Fees or

Hourly Rate

Portfolio Analysis, Estate
Planning, Retirement,
Business & Charitagle
Strategies

 INVESTMENT SERVICES


Mutual Funds

Managed Money
Programs

Fee-based Asset
Allocation Programs

529 College Savings
Plans

Fixed & Variable
Annuities

401(k) Rollovers

 INSURANCE SERVICES

Individual Life &
Disability Income

Long Term Care
Planning

Access to Select and
Specialty Insurance
Products which may be
needed to address
individual needs

CORPORATE BENEFITS

Group Pension Products

Group Life, Disability
Income & Health
Insurance

Retirement Plan Funding
and Employee Education

401(k) Plan Analysis &
MEP

Executive Carve-out
Plans

Link to 401k Commitment Statement
Link to Sample Employee Communication Plan

Corey L. Basehore, CFP®, ChFC®, CLU®, AIF®
Brent R. George, CFP®, ChFC®
Sarah J. Leer

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 5001 Louise Drive, Suite 300, Mechanicsburg, PA, 17055. 717-791-3300.