Our Services - How are we different?
Have you ever felt that your financial advisor was only interested in pushing the next great "product"? Have you always wanted more from working with a financial advisor? More than just checking in on "how your portfolio is doing"?
Here at Deacon Wealth Management, while developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Here is a great link to illustrate What We Do for our clients. Whats In A Number? We believe that Wealth Management is not merely Investment Management.
Every client has several types of assets, and unique goals that need to be considered when working toward future goals.
We utilize World-Class technology to blend all of the assets of our clients in a cohesive approach to pursuing financial goals.
Once our clients provide us with all of their financial information, we can make recommendations that can help make their finances work in harmony.
We use our whole "Tool Box" for clients, utilizing the proper tools to work toward achieving desired results.