FINANCIAL PEACE OF MIND
Our PURPOSE is to act as the fulcrum for our clients’ financial well being,
coordinating and facilitating their investment, business, retirement and estate
Our mission at Deckert Financial Management is to serve our clients as a true
fiduciary. We will work diligently, objectively, and with integrity to put the client’s
needs first, and to always focus on what is in the client’s best interest.
We believe that as a firm with 26 years of continuous experience, we bring a
perspective that only comes with age and comprehensive research. We add
human capital (knowledge) to your assets. As a fee-only advisory firm, we do not
earn money on the sale of securities for our clients’ portfolios, therefore there is
no conflict of interest in our recommending financial planning actions or what
combination of securities creates the best portfolio to meet a client’s goals.
This diligence and objective management offers our clients true “Peace of Mind” in
all economic environments.
Kevin P. Deckert, CFP
Your family’s future depends on how well you manage your estate NOW. In this uncertain economic environment, you need an ALLY to help you feel more financially SECURE. Don’t leave it to chance.