Our Services

A Financial Counseling Firm You Can Trust

In this highly sophisticated and rapidly changing financial environment, it is critical that retirees and pre-retirees protect and enhance their current financial resources while also preparing for their future security. This requires careful planning and prudent management of one’s financial assets.  DeBoer Financial Group focuses on assisting people in or near retirement, and our experienced team of professionals fully evaluates and monitors our clients’ personal situation to help implement customized solutions that integrate investment planning, tax reduction planning, retirement income distribution planning, and family wealth transfer planning.

DeBoer Financial Group uses a holistic approach to help coordinate all of the various aspects of their client’s financial lives including incorporating a team of experts such as Certified Public Accountants, Estate Planning Attorneys and insurance professionals.

DeBoer Financial Group prides itself on providing prompt, personal and highly professional services. The firm is committed to meeting its clients’ financial needs now and in the future. At DeBoer Financial Group, our clients come first!

As independent financial advisors, we have no parent company or product pressures driving our recommendations. We answer only to you. Nothing is more important than serving you. You will receive objective guidance in any of the following wealth management areas:

  • Accumulation:  Your investments address your objectives and comfort level
  • Retirement planning: You are well positioned to pursue your dreams and in a tax-efficient way
  • Estate planning: Preserve and pass on your assets to whom you choose
  • Risk management: Minimize any threats to your personal or business assets or health
  • Business planning: Help you manage and grow your business through its life cycle
  • TaxationMinimize the tax burdens you face now and in the future

Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build the plan that works for you.