WE'RE NOT JUST ANOTHER FINANCIAL PLANNING FIRM.
Somewhere along the way it seems human interaction became less important...
Dean Financial LLC was founded on principals that help our clients with Safe Money Concepts and Medicare Solutions. The center pieces of our foundation are education and understanding. This commitment is critical to the value that we bring to you. As Independent Advisors, we work on our client’s behalf. This enables the client to have a much broader selection of products. We like to say “Independent for Your Best Interest” because we represent you, not some company. Unfortunately, it is too often the other way around. We are doing our best to change that, one client at a time.
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Our 2019 Tax Planning whitepaper will help equip you for the upcoming tax season. This informative and comprehensive guide explores the nuances of the tax code and how you can take advantage of changes. This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2019, and provide easy tips for looking ahead to future tax preparations.