Deering Wealth Team
We believe that freedom is more than the number on the bottom of a statement. We believe that freedom is found in serving joyfully, giving generously, and in the journey of a well-planned life. It’s our desire to partner with our clients in pursing that freedom.
We utilize a team approach to provide ongoing guidance primarily for families preparing for retirement, transitioning into retirement, and maintaining retirement. We also focus on planning with our clients in achieving their charitable and legacy goals.
For over a decade, our clients have referred their friends and family to us for consultations. Our clients value the objective and impartial advice they receive as a result of our independence from any particular investment or insurance product line. We have been providing sound, conservative planning since 2002. Since we are not planning to retire in the near future, we will be there to walk our clients and their families through life’s transitions.
For more information, please go directly to our team website at www.deeringwealthteam.com.
Learn more about Southwestern’s Process
Raymond James Financial Services does not endorse and is not associated with the Dave Ramsey Endorsed Local Provider Program.
Deering Wealth Team is independent of Raymond James.