Deacon Wealth Management
Communication & AccessibilityCommunication is key to our approach. We pride ourselves on being accessible and easy to reach. But the truth is many Investors Group clients don’t find it necessary to contact us all that often. That’s because we are proactive, and keep you informed with regular updates (optional of course!). You can call us anytime you need to, but chances are we’ll reach you first! Why draw a line between clients and friends?We really do think of clients as friends and...
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- Investments
- Retirement Planning
- Estate Planning
- Tax Planning
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About Deacon Wealth Management
Communication & Accessibility
Communication is key to our approach. We pride ourselves on being accessible and easy to reach. But the truth is many Investors Group clients don’t find it necessary to contact us all that often. That’s because we are proactive, and keep you informed with regular updates (optional of course!). You can call us anytime you need to, but chances are we’ll reach you first!
Why draw a line between clients and friends?
We really do think of clients as friends and family. It’s our job to understand your financial goals, but our pleasure to get to know you on a personal level. From the first time we meet, to ongoing communication and client appreciation events, we really are in this together.
Services
Investments
Your financial wellness relies on multiple factors. As a team, we work together, along with our specialists at Investors Group to reach your financial goals more efficiently. Using a tailored process specifically designed to fit your individual needs, we consider your financial achievements and future goals to guide you down the right path to get you there. Once we have determined your investment profile, we will recommend a portfolio that matches your comfort level and risk tolerance, and through asset allocation, rebalancing and overall active management we can help you save for what matters most.
Retirement Planning
We will work closely with you to build a customized plan that will help you attain the retirement you dream of. Our goal is to make sure that your hard earned investments work with your financial plan to make these investments last longer and ensure a steady cash flow throughout retirement.
Estate Planning
The proactive planning process that we follow will ensure that more money and assets will be left to those people, and causes, that you care most about. We are here to guide you through the planning process and help you make solid, informed decisions that will undoubtedly have a positive effect for your family and their future.
Tax Planning
We will help you develop a personalized plan for tax planning that will minimize stress and maximize your returns. Our goal is to be forward thinking into future years and to mitigate taxes being paid both on a short term, and long term basis, going forward.
Insurance
For most, insurance can be a difficult topic and hard to understand. In fact most people don’t understand it until they need it, which unfortunately may be too late. Understanding the many benefits of insurance is key to ensuring a lifetime of financial stability. We will align you with the best coverage for your family needs and the retirement planning we have put into place.
Mortgage Planning
Having a strategic plan when making the big decision to purchase a home will make the process smoother. We can help find the right mortgage for you with the help of a Mortgage Planning Specialist. We will work closely with you to develop a personal understanding of your specific lending needs to help you realize the dream of becoming a homeowner and make your home purchase a very pleasant experience.
Job Openings
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