Additional Services

We are a team of financial planning and advising professionals who offer a range of services to advance your personal and professional well-being.

 

 

ADDITIONAL SERVICES

FINANCIAL REVIEW

Find out if your current plan has you on track for meeting your financial goals through an impartial and objective third-party financial review. For a one-time fee, we look at your current portfolio and evaluate:

  • If you have the right balance of risk
  • If you are paying too much
  • If your investments and returns are appropriate to your risk and goals

The team at Dekker Financial will make recommendations which may include changing the structure, diversifying investments, insurance protection, and estate planning to ensure that you are getting the most out of your money.

 

ADDITIONAL BUSINESS PLANNING SERVICES

  • Entity Set-Up Consulting
  • Estate Plan Consulting
  • Risk Management Products
  • Defined Benefit & Defined Contribution Plans (set up and annual maintenance including 5500 filing)
  • Employee 401k
  • Individual or Group Insurance Products
  • Business Buy/Sell Consulting
  • Business Buy/Sell Insurance