Wealth Management

Wealth Management

At Dean Financial Group, we consider the implications of making each financial decision and continually work toward achieving your goals in a tax efficient manner. We use an organized process that consists of discovery, implementation and review. We focus on getting to know you and your goals first and then shape your plan with our tax and financial experience and behavioral investment counseling.

Tax Planning
By leveraging tax and financial advisory experience, Dean Financial Group will help ensure your wealth management plan is operating in a tax-optimized manner. This includes actively looking for ways to reduce current and future tax burdens.

Diligent and ongoing planning is necessary for your retirement to live up to your expectations. Dean Financial Group will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to make sure your income is sustained during the time when you reward yourself for years of hard work.

Investment Planning
Many people find the investment planning process to be intimidating and do not review their investment strategies often. As life and goals change, your investment strategy may need to change. Dean Financial Group will periodically determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals. 

Considering that education costs increase yearly, your children’s education – as well as your lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.

Illness and injury can happen to anyone. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? Your insurance needs and necessary strategies must be updated with each life change to protect your lifestyle and your family members who are dependent on your income.

Income Protection
Asset and income protection include strategies to shield assets from illness and taxation. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.

Business Planning
Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the businesses when the owners retire. Whether it’s a buy- sell agreement between owners or an income preservation plan for your loved ones, Dean Financial Group offers comprehensive support for complex business planning needs.

Debt Management
Living with debt may not only cause stress, but may also prevent you from living the life you want. Dean Financial Group offers effective credit management advice and solutions to help you move past the debt you have, and prepare for major purchases and unexpected costs in the future.

Estate Planning
We know that designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Dean Financial Group will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your chosen beneficiaries. The goal is to help you leave behind the legacy you desire.

Special Situations
Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. Dean Financial Group will guide you through these situations to make sure you are prepared.

Method 10Ⓡ are property of 1st Global Capital Corp. 2015. All Rights Reserved. 

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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