Skip to Main Content

Personal Wealth Planning

Comprehensive Wealth Planners at Dean Bank

When you are successful it means that we have listened to your needs and desires, and we have formulated and implemented a comprehensive strategy that aims to deliver 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.

We offer access to:

 

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 access to a wide array of mutual fund families from various providers.

  • 529 Plans
  • Coverdell Education Savings Accounts
  • UFund

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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

* Important: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results of this tool may vary with each use and over time. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. Riskalyze is not affiliated with LPL Financial.