PORTFOLIO MANAGEMENT
At Deters Wealth Management, we offer straightforward investment management services with a focus on your financial success. Our commitment to providing cost-effective advice ensures that you get the most out of your returns. We pay close attention to the impact of taxes and fees on your investments, striving for a thoughtful and strategic approach to optimize your results.
We take the time to understand your goals and ability to tolerate risk, tailoring our services to help you achieve your desired outcomes. Whether you're planning for retirement, already retired, or representing an institution, we are here to offer our guidance and support.
FINANCIAL PLANNING
We recognize that financial success involves more than just managing portfolios – it requires a comprehensive approach. Our financial planning services start by delving into your personal and financial circumstances, collaborating with you to identify and select your goals. We analyze your current path and present alternative routes to best align with your objectives. Once a path is agreed upon, we offer guidance and support in implementing changes, with a key focus on showing you how to monitor progress toward achieving your goals.
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Please follow this link for a video overview of what to expect with your financial plan: MoneyGuidePro Introduction
These inclusive services come bundled with our Portfolio Management offerings, or as a standalone annual subscription, providing adaptable solutions to meet your financial planning needs.
CONSULTING SERVICES
We understand that some individuals prefer to take the reins of their investment needs but still seek expert advice to fine-tune their financial strategy. Our consulting services are precisely designed for this purpose, offering tailored solutions to meet your specific requirements.
Whether you're looking for investment management advice, help with education planning, small business planning, philanthropic planning, tax planning, cash flow planning, or need advanced estate planning services, we are here to provide the expertise you need. Enjoy the benefits of a personalized approach with Deters Wealth Management, ensuring your financial plan remains on the right track.
RETIREMENT PLAN CONSULTING
Deters Wealth Management can assist small business owners in establishing and optimizing company-sponsored retirement plans. We collaborate with key personnel to design personalized approaches that meet the distinct needs of the business and its workforce.
Beyond plan setup, we guide businesses in optimizing investment line-ups, maintaining compliance with the latest industry regulations, creating model portfolios, and conducting client education events. Our goal is to empower business owners and their employees with the tools needed to achieve their financial success.