Investing
What is it
First, we amass a great deal of information about you, your needs and your goals. Second, we recommend the types of accounts we believe your portfolio should include. We choose from a range of taxable investment accounts, as well as non-taxable or tax-deferred accounts like IRA’s and Roth IRA’s, 401k’s, defined benefit plans, and 529’s. Third, we invest your funds across a broad range of asset types. These include cash and cash equivalents, US and foreign stocks, bonds and other fixed-income securities, exchange-traded funds (ETF’s), and other alternative investments. Fourth, we monitor your portfolio regularly, adjusting the asset allocations and individual securities in response to changes in your needs. We take a long-term view of investing, and encourage you to do the same. We’re always available to answer questions about your portfolio or the economy in general: we aim to help you meet your goals.
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. We seek to uphold the highest standards of objectivity and ethical behavior. 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 in order to work towards the best tomorrow has to offer.
Our Process
First meetings are free of charge. They are informal and provide an opportunity for you to ask questions about your specific situation and gain a better understanding of how I help you with your finances. I have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority at this point is integral to put yourself on the proper financial track for long term success.
