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
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result: your brain hijacking your long-term investment strategy. If you've ever felt paralyzed by market highs or panicked during market lows, you're not an outlier. You're human. The brain’s wiring is great for responding to immediate danger, like avoiding a snake. But that same instinct can...
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.