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 have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer to take advantage of these benefits early, less than one-third of employees ages 25 and younger participate in their employer’s 401(k) plan. It’s essential...
Michael Brahmer |
There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. As a business owner, you may assume that family members will take...
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start. Cash Flow If your spouse or loved one is still in the workforce, you may be able to...