Norm R Deken
Wealth Management Advisor|CFP®, ChFC®, CLU®, ChSNC®, RICP®
What planning question or concern is on your mind when you wake up? Let's have a conversation
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Get a plan that prioritizes you.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Fee-Based Planning
Under a fee structure, I will act as a fiduciary with a legal and moral responsibility to place your interests first. I’ll work with you to understand your unique circumstances and provide expert guidance in the creation of your personalized financial plan. If it makes sense for you, my role can go beyond planning to help you find the best insurance products, brokerage, advisory and/or private client platform solutions to put your plan into action.
Retirement Planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Business Planning and Valuation
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to generating valuations, or attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Estate Planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Long-Term Care
Having a long-term care plan in place can help you continue to live well without sacrificing the income, investments, and savings you've worked so hard for.
Special needs planning
Caring for a loved one with special needs can present unique challenges. We can help you navigate complex considerations and assemble the right team including experts in law, social services, and more, to help you provide the highest possible quality of life for you and your loved ones.
Investments: invest in your best life.
With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.
Life insurance: protect you and your loved ones.
You've worked hard to build a life you enjoy with the people you love, let's make sure you protect it. We'll work together to figure out how life insurance can meet your needs. Here are a range of options you can consider to fit your needs:
Disability income: protection for your earning power.
Your ability to earn a living is likely the most important financial asset you have. Depending on the type of job you have (or business you own), we have a solution.