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