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.

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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.

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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.

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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

How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.