Financial Strategy
Financial Strategy

What is Financial Strategy?
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
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Comprehensive financial management firm that services clients all across our great country!

Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.

The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.

How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.

The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Choose Your Own Retirement Adventure

9 Facts About Social Security

Social Security Benefits: How Much Will I Receive

5 Benefits of Working in Retirement

Potential Income from an IRA

Self-Employed Retirement Plans

Estimate Your RMD

Roth 401(k) vs. Traditional 401(k)

My Retirement Savings

A Look at Systematic Withdrawals

Investment Strategies for Retirement

An Inside Look at Retirement Living

A Bucket Plan to Go with Your Bucket List

Retiring in a Post-Pandemic World

Should You Tap Retirement Savings to Fund College?

Should You Ever Retire?

Encore Careers: Push Your Boundaries

What You Need to Know About Social Security
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.
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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!