Client Engagement Process

Dean Financial LLC was founded on principles that help our clients with every aspect of Retirement. The center pieces of that foundation are education and understanding. This commitment is critical to the value that we bring to you. As a fiduciary, we are held to the industry’s highest standards. We are entrusted with managing our clients’ assets and acting in their best interest.

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Discovery

  • Discuss current plan
    and goals.
  • Identify risk tolerance.
  • Review how we
    manage wealth.

Introduce a Strategy

  • Review “Dean Wealth
    Management
    Retirement Plan.”
  • Decide if a fit exists,
    schedule next
    meeting.

Implement Strategy

  • Review plan and
    address questions.
  • Investment/income
    plan.

Present Completed Strategy

  • Provide online
    login info.
  • Provide copy of all
    documents.

Progress Reviews

  • Review accounts on
    a regular basis.


Schedule an Appointment Today

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