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Personal Wealth Planning

Comprehensive Wealth Planners at Dean Bank

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When you are successful it means that we have listened to your needs and desires, and we have formulated and implemented a sound strategy that has delivered the desired results. That is how we measure our success.

Comprehensive Wealth Planners at Dean Bank will help you clarify your short and long-term objectives and create a personalized strategy that fits your specific situation. So if in your future you see the need to save for a child’s education, pursue your goals for a comfortable retirement, or build and preserve your wealth, we can help.

Personal Investment Products

  • Tax Sheltered, including 403(b)s
  • Single Premium Deferred
  • Fixed Indexed Annuities
  • Variable Annuities
  • Immediate Annuities
  • Multi-Year Guaranteed Annuities
  • SEPs
  • Traditional IRAs
  • Simple IRAs
  • Roth IRAs

We offer a wide array of mutual fund families from various providers.

  • 529 Plans
  • Coverdell Education Savings Accounts
  • UFund

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Dean Bank and Comprehensive Wealth Planners at Dean Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Comprehensive Wealth Planners at Dean Bank, and may also be employees of Dean Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Dean Bank or Comprehensive Wealth Planners at Dean Bank. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value