Pursuing Freedom in Retirement
Freedom is more than a number on the bottom of a statement. The financial advisors of Deering Wealth Team believe that freedom is found in serving joyfully, giving generously, and in the journey of a well-planned life. It’s our desire to partner with our clients in pursuing that freedom.
We utilize a team approach to provide ongoing guidance primarily for families preparing for retirement, transitioning into retirement, and maintaining retirement. We also focus on planning with our clients in achieving their charitable and legacy goals.
Our clients receive objective and impartial advice as a result of our independence from any particular investment or insurance product line. Our financial advisors strive to provide sound, conservative planning with the hearts of teachers. Since we are not planning to retire in the near future, we plan to be there to walk our clients and their families through life’s transitions.