tag of your website:
Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Comprehensive Financial Planning |
$100 - $200
Call to Book
|
Retirement Planning |
$150 - $250
Call to Book
|
|
Investment Strategy Development |
$100 - $200
Call to Book
|
|
Investment Consulting | Portfolio Management |
$200 - $400
Call to Book
|
Investment Account Setup |
$50 - $150
Call to Book
|
|
Investment Education Sessions |
$75 - $125
Call to Book
|
|
Retirement Planning | Social Security Optimization |
$100 - $200
Call to Book
|
401(k) and IRA Planning |
$100 - $200
Call to Book
|
|
Retirement Income Strategies |
$150 - $250
Call to Book
|
|
Debt Management | Debt Consolidation Strategies |
$50 - $100
Call to Book
|
Budgeting for Debt Reduction |
$75 - $150
Call to Book
|
|
Credit Score Improvement Consulting |
$100 - $200
Call to Book
|
|
Insurance Consultation | Life Insurance Needs Analysis |
$100 - $150
Call to Book
|
Health Insurance Planning |
$75 - $125
Call to Book
|
|
Long-Term Care Insurance Guidance |
$150 - $250
Call to Book
|
I've spent 23 years in financial services with a focus on building lasting relationships with clients to help them achieve their financial goals. The University of Alberta recognized my background in psychology with a bachelor's degree. I have a CERTIFIED FINANCIAL PLANNER (CFP) designation from the Financial Planning Standards Council, and RRC, a REGISTERED RETIREMENT COUNSELANT designation from the Canadian Institute of Financial Planning. Consult with me, and let's explore investment choices and resolutions together as we journey to your financial objectives.
 
Numerous satisfied customers commend Dean as an exceptional financial planner. Several of them emphasize his dedication, empathy, and clear communication. They mention that he listens carefully to their particular situation and proposes a custom investment plan that is straightforward and tailored to their requirements. Because of his caring and collaborative approach, they confirm that they feel more confident and enlightened about their financial future and retirement. Examining the concept of financial planning with Dean, most acknowledge that they had no prior knowledge and that his patient explanation was beneficial. Repeatedly, Dean goes out of his way to enlighten them about various savings and investment accounts that were unfamiliar to them in the past. Customers strongly encourage others to use Dean's expertise and insight to enhance their financial security and Jason's Doglotion LLC retirement because he values his clients as more than just transactions. In summary, they say that partnering with Dean is the first step toward achieving financial security and the ability to achieve their goals.
 
Reviews Live Stream Widget
Live stream your reviews on website.