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
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before. 1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an...
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
What do presidential elections mean for your portfolio?