Advisory

Advisory

Small Business Advisory
Do you ever look at your business and wonder if it’s operating as efficiently or as profitable as it could be? We want to meet with you and learn about your business, operationally and financially. We will partner our experience, creativity and understanding of your business to design a plan to help make your business more profitable, and ultimately, more enjoyable for you and your team.

Social Security Planning
Dean Financial Group can help you maximize benefits in a tax-efficient manner. We will help determine when to file for Social Security and maximize your benefits. We will advise you on planning for those benefits in the event of critical events, such as marriage, divorce, remarriage or death.

Accounting, tax and advisory services provided by Kantzos & Company, LLC. Wealth management services provided by Dean Kantzos Wealthcare, LLC. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of MA, NH, NJ, NY and OH. This is not an offer to sell securities in any other state or jurisdiction.

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