All Videos
All Videos

Encore Careers: Push Your Boundaries

Leaving Your Lasting Legacy

RE: Retirement

Jane Bond: Scaling the Ladder

Retiring the 4% Rule

Acres of Diamonds

It Was the Best of Times, It Was the Worst of Times

From Boats to Brokers

It May Be Time for a Financial Checkup

Perception vs. Reality

Safeguard Your Digital Estate

Coaches

The Other Sure Thing

The Cost of Procrastination

A Bucket Plan to Go with Your Bucket List

When Special Care Is Needed: The Special Needs Trust

Keeping Up with the Joneses

A Fruitful Retirement: Social Security Benefit

Retiring in a Post-Pandemic World

Working With A Financial Professional

Investments
Get To Know Us

Our Reputation
DEB Financial’s reputation is built on our long-term commitment to the financial services process, our focus on our clients and their unique needs, and responsible financial management.

Our Process
We have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority is integral to put yourself on the proper financial track.

About Our Firm
Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today’s financial decisions.
As Featured In








How Can DEB Financial Help?
When it comes to financial management, clients have a general idea of what they want their financial puzzle to look like. Unfortunately, they often do not know the pieces required to complete the puzzle in a cohesive and concise manner. DEB Financial is a national, comprehensive financial management firm that services clients all across our great country!