{"id":1895,"date":"2024-06-26T11:30:36","date_gmt":"2024-06-26T15:30:36","guid":{"rendered":"https:\/\/wp-dcb.resultspw.com\/?page_id=1895"},"modified":"2024-07-17T08:52:53","modified_gmt":"2024-07-17T12:52:53","slug":"personal-wealth-planning","status":"publish","type":"page","link":"https:\/\/www.deanbank.com\/insurance-and-investments\/personal-wealth-planning\/","title":{"rendered":"Personal Wealth Planning"},"content":{"rendered":" <div class=\"ins-inv-header \" style=\"background: url(https:\/\/www.deanbank.com\/wp-content\/uploads\/2024\/07\/pg_head_personal_wealth_planning.jpg) no-repeat center center \/ cover;\"> <div class=\"container\"> <h2 class=\"title\">Personal Wealth Planning<\/h2> <p class=\"subtitle\"><\/p> <\/div><div class=\"header-overlay\" style=\"opacity: 0.5;\"><\/div><\/div>\n\n <div class=\"block-columns\"> <div class=\"column-wrapper\"> <div class=\"col-left\"> \n <article class=\"block-ins-inv-product\" aria-label=\"Personal Investment Products\"> <div class=\"product-intro\"> <p>When you are successful it means that we have listened to your needs and desires, and we have formulated and implemented a comprehensive strategy that aims to deliver the desired results. That is how we measure our success.<\/p>\n<p>Comprehensive Wealth Planners at Dean Bank will help you clarify your short and long-term objectives and create a personalized strategy that fits your specific situation. So if in your future you see the need to save for a child\u2019s education, pursue your goals for a comfortable retirement, or build and preserve your wealth, we can help.<\/p> <\/div> <div class=\"product-container\"> <div class=\"content product-col-left\"> <h2 class=\"title\">Personal Investment Products<\/h2> <div class=\"body\"> <span class=\"img-float\"><\/span>  <\/div>  <div class=\"accordion-container\"> <button class=\"accordion-button js-accordion-button\">Annuities<\/button> <div class=\"accordion-content js-accordion-content\"> <ul>\n<li>Tax Sheltered, including 403(b)s<\/li>\n<li>Single Premium Deferred<\/li>\n<li>Fixed Indexed Annuities<\/li>\n<li>Variable Annuities<\/li>\n<li>Immediate Annuities<\/li>\n<\/ul>  <div class=\"disclosure\">  <\/div> <\/div> <\/div>  <div class=\"accordion-container\"> <button class=\"accordion-button js-accordion-button\">Retirement Plans<\/button> <div class=\"accordion-content js-accordion-content\"> <ul>\n<li>SEPs<\/li>\n<li>Traditional IRAs<\/li>\n<li>Simple IRAs<\/li>\n<\/ul>  <div class=\"disclosure\">  <\/div> <\/div> <\/div>  <div class=\"accordion-container\"> <button class=\"accordion-button js-accordion-button\">Mutual Funds<\/button> <div class=\"accordion-content js-accordion-content\"> <p>We offer access to a wide array of mutual fund families from various providers.<\/p>  <div class=\"disclosure\">  <\/div> <\/div> <\/div>  <div class=\"accordion-container\"> <button class=\"accordion-button js-accordion-button\">College Savings Plans<\/button> <div class=\"accordion-content js-accordion-content\"> <ul>\n<li>529 Plans<\/li>\n<li>Coverdell Education Savings Accounts<\/li>\n<\/ul>  <div class=\"disclosure\">  <\/div> <\/div> <\/div>  <\/div><div class=\"action product-col-right\"> \t\t\t<p>\n\t<a href=\"https:\/\/cwp.deanbank.com\/insurance-and-investments\/meet-the-team-wealth\/\" class=\"btn cta-btn btn_green \" target=\"\" >\n\t\tContact a Wealth Planner<span class=\"visuallyhidden\"><\/span><\/a>\n<\/p>\n <\/div> <\/div> <\/article> \n <div class=\"mod-disclosure\">\n<p style=\"margin-bottom: 15px;\">The LPL Financial registered representatives associated with this website may discuss and\/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.<\/p>\n<p style=\"display: margin-bottom:15px;\"><strong>Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker\/dealer (member <a class=\"speedbump\" style=\"text-decoration: underline;\" href=\"http:\/\/www.finra.org\/\" target=\"_blank\" rel=\"noopener\">FINRA<\/a>\/<a class=\"speedbump\" style=\"text-decoration: underline;\" href=\"http:\/\/www.sipc.org\/\" target=\"_blank\" rel=\"noopener\">SIPC<\/a>).<\/strong> Insurance products are offered through LPL or its licensed affiliates. Dean Bank and Comprehensive Wealth Planners at Dean Bank <span style=\"text-decoration: underline;\"><strong>are not<\/strong><\/span> registered as a broker\/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Comprehensive Wealth Planners at Dean Bank, and may also be employees of Dean Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Dean Bank or Comprehensive Wealth Planners at Dean Bank. Securities and insurance offered through LPL or its affiliates are:<\/p>\n\n<table class=\"investor-disclosure-table\">\n<tbody>\n<tr>\n<td>Not Insured by FDIC or Any Other Government Agency<\/td>\n<td>Not Bank Guaranteed<\/td>\n<td>Not Bank Deposits or Obligations<\/td>\n<td>May Lose Value<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div> <\/div><div class=\"col-right\">  <div class=\"intro\"> <ul class=\"ins-inv-buttons\"><li><a class=\"speedbump\" href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"fpo-image\" src=\"\/wp-content\/uploads\/2024\/06\/1629468928-16273296341554752876BrokerCheck.png\" alt=\"BrokerCheck\" data-type=\"photo\" data-id=\"1975\" \/><\/a><\/li><li><a class=\"speedbump\" href=\"https:\/\/pro.riskalyze.com\/embed\/484d3f43bb9f32b196a6\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"fpo-image\" src=\"\/wp-content\/uploads\/2024\/06\/1590678371-CWLbutton.jpg\" alt=\"Whats Your Risk Number?*\" data-type=\"photo\" data-id=\"1688\" \/><\/a><\/li><\/ul> <\/div> <\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":0,"parent":1852,"menu_order":35,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"links_old_site_id":[],"class_list":["post-1895","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Personal Wealth Planning - Dean Bank<\/title>\n<meta name=\"description\" content=\"Wealth Planners at Dean Bank will help you create a personalized strategy that fits your specific situation. 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