Investment Portfolios
Investment Portfolios

What is An Investment Portfolio?
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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Comprehensive financial management firm that services clients all across our great country!

What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.

5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.

Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?

Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?

Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?

IRA Withdrawals that Escape the 10% Tax Penalty

Volunteering in Retirement

What Is a Roth 401(k)?

The Pre-Retirement Checklist

Helpful Retirement Strategies for Women

Split Annuity Strategy

Self-Employed Retirement Plans

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

Estimate Your RMD

A Look at Systematic Withdrawals

Saving for Retirement

My Retirement Savings

Investment Strategies for Retirement

An Inside Look at Retirement Living

Retirement Plan Detectives

A Fruitful Retirement: Social Security Benefit

Perception vs. Reality

Retiring the 4% Rule

The Long Run: Women and Retirement

A Bucket Plan to Go with Your Bucket List
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!