01. Our Mission

We help people through each decade of life.  Each decade brings unique opportunities and challenges.  We help you with both.

02. Our Philosophy

We are a truly family-focused firm, caring for both clients and employees.  We meet you where you are in life to help get you where you want to be.  We design solutions to meet your individual needs.

03. Our Process

We connect with you on a regular basis to discover your current priorities, and through analysis and education, we provide customized solutions that add value to your life.

What We Do

 

Retirement Planning

Every action you take now sets the stage for your retirement success. We help you consciously decide what choices now will help increase the chance your retirement becomes what you envision.

 

Financial Planning

Each decade of life brings new opportunities and challenges. We help build plans designed to leverage the opportunities available to you, while working to overcome obstacles you may face.

 

Investment Planning

Whether investing your money or your time, where you invest matters. We educate you on the pros and cons of investments and share the costs associated with each.

Who We Serve

Individuals

Just starting out?  Already have something saved?  Nearing retirement?  Already retired?  We're here to help.

Families

Every life has a story. We listen to yours and help you turn your story into your family legacy.

Your Connections

Know of a family member, co-worker, or friend who we can help get to where they want to be? Help them 
Connect with us by sharing our website, email, or phone number.

Our Team

Interested in working for a family-focused firm?
Would you like to learn more about our current opportunities?

Please send a cover letter and resume to jobs@decadesfinancial.com

 

Blogs

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...
Michael Brahmer |
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options.