Services Offered

It’s our process that sets us apart- as a client of Dende Financial Services, you’ll be taken through our unique step-by-step process that helps us mutually create a financial plan that makes sense for your life.

Here is a snapshot of the services we provide:

Risk Management

  • Life Insurance Protection
  • Medical Insurance
  • Disability Protection
  • Long-Term Health Care
  • Property Insurance  

Investment Planning

  • Alternative Investments
  • Annuities
  • Mutual Funds
  • ​Exchange Traded Funds
  • Socially Responsible Investing
  • Debt Management

College Planning

  • 529 Plans versus UTMA
  • Financial Aid/Grants
  • Parent Plus Loans
  • FAFSA Forms
  • Saving projections per child

Estate Planning

  • Wills
  • Powers of Attorney
  • Estate Taxation
  • Legacy Planning

Transition Planning

  • Divorce
  • Death of a loved one  

Tax Strategies

  • Deductions/Charitable Giving
  • Shelters
  • Income (Taxable and Tax-Free)
  • Tax Favored Investment Programs

Business Planning

  • 401(k)/Safe Harbor-Profit Sharing Plans
  • Business Expansion
  • Tax Planning

Retirement Planning

  • IRAs
  • Roth IRAs
  • SEP IRAs
  • Income Planning
  • 401(k)s
  • 403(b)s
  • Pension Plans
  • Social Security Planning