A trusted guide on the path to Financial Independence.
While we work with all types of clients, we specialize in what we call the ‘Financially Single;’ men and women who have been recently widowed or divorced. They have a variety of unique needs and considerations, such as taking control of their finances for the first time, planning for a Long-Term Care event, or just re-prioritizing their own financial goals and needs. We provide Investment Management Services, Life Insurance & Annuity Products, Estate Planning, Tax Preparation & Bookkeeping Services, and Divorce Financial Analysis, along with the Financial Advice at a Fiduciary Standard needed to create a comprehensive plan to achieve Financial Independence.
A good investment strategy is the engine that drives Financial Independence. Dekker Financial will work with you to create a customized portfolio to support your financial goals.
Personal Financial Planning
You have a vision and are looking for a comprehensive financial plan to get there. Our team will help coordinate wealth and risk management, estate and retirement planning, and tax strategies.
Investment Advisory Services
Whether you are an experienced investor or financial novice, at Dekker Financial, we will work with you to customize a program to help you succeed.
Business Planning For Owners & Entrepreneurs
You want to make your dreams into reality. You are creating something exciting and you need the freedom to build it. We will work with you to structure your business properly, coordinate your plans and identify any other possible opportunities.
Additional Services
A solid financial future is more than just putting money into an account each month. We offer a complete suite of financial planning and investment services that are as unique as your needs and goals.
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Blogs
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.