Deerfield

Retirement isn’t just about withdrawing savings—it’s about maximizing wealth efficiency. Without a proactive tax strategy, your hard-earned money could disappear faster than expected. Here’s how smart tax planning can help: ? Reduce lifetime taxes – Small tax efficiencies over time can lead to big savings. ? Manage healthcare costs – Plan for Medicare premiums & leverage HSAs wisely. ? Protect your legacy – Minimize estate taxes so more goes to your heirs, not the IRS. A solid tax strategy can help boost after-tax returns, stretch retirement savings, and safeguard your wealth for future generations. ?? Read more on our blog: https://lnkd.in/gMrdU3ay #RetirementPlanning #TaxStrategy #WealthManagement #FinancialIndependence

?? Celebrating 10 Years with Matt Roop! ?? Since joining Deerfield in 2015, Matt has been a driving force behind our financial strategies. His deep expertise, dedication to clients, and passion for helping people build wealth make him an invaluable part of our team. Join us in congratulating Matt on this milestone! ?? #WorkAnniversary #DeerfieldTeam

?? Business Owners: Is Your Succession Plan Ready? Your business is your legacy. But have you planned for its future? ?? Do you have an exit strategy? Selling, passing it to family, or structuring an ESOP? ?? What happens if something unexpected occurs? A solid plan ensures continuity. ?? Are you maximizing your business’s value? A succession plan isn’t just about the future—it can enhance value today. Business owners must think ahead to protect their life’s work. Let’s start the conversation.

Discover How We've Helped Our Clients We’re grateful for the trust our clients place in us. Take a look at how we’ve made a meaningful difference in their financial journeys: https://lnkd.in/gbNuk3_7

Retirement Planning for High Earners: Are You Maximizing Your Wealth? Retirement for high-income individuals isn't just about having enough—it’s about strategic wealth preservation. ?? Tax-efficient withdrawals – Reduce tax drag to extend retirement income. ?? Legacy & estate planning – Ensure your wealth benefits your heirs, not the IRS. The right retirement strategy helps make your money work for you—long after you stop working. Ready to optimize your plan?

?? Client Testimonial Spotlight: Sam & Maria "Our confidence and trust are reaffirmed by the fact that the financial affairs of all my children are in the hands of Deerfield Financial Advisors." At Deerfield, we’re proud to support families like Sam & Maria’s in planning for their future and their children’s future. Read more client stories: https://lnkd.in/gbNuk3_7 #ClientSuccess #FinancialPlanning #DeerfieldFA

?? Attention Eli Lilly Employees! ?? Do you know the key financial deadlines that impact your stock options, retirement benefits, and tax planning? Our Eli Lilly Financial Calendar keeps you ahead of the game. ?? Download the calendar and take charge of your financial future today: https://lnkd.in/gtFSHnV9 #EliLilly #FinancialPlanning

Engineers are great at problem-solving—but when it comes to finances, some common mistakes can get in the way. Learn about the most common pitfalls and how to take a more strategic approach to your wealth.

This March, we continue celebrating a monumental milestone—Deerfield’s 40th anniversary! From our humble start with a single financial advisor to becoming the thriving firm we are today, this journey has been made possible by the trust and support of clients like you. What hasn’t changed? Our unwavering dedication to guiding you toward your Wealthwhile—your unique path to financial independence. You’ve been the heart of everything we do, and for that, we are deeply grateful. Here’s to celebrating the past, embracing the present, and building an even brighter future together. Thank you for being part of our story! ?? #Deerfield40Years #CelebratingSuccess #Wealthwhile

Planning Ahead for Life’s Challenges ?? Losing a spouse is difficult, but preparation can help manage financial and legal complexities. Steps to consider: ? Understand Social Security and life insurance benefits. ? Share access to financial information and account management. ? Be aware of the “widow’s penalty” for potential tax implications. ? Work with a wealth manager to create a comprehensive plan tailored to your needs—and ensure both spouses are actively involved in financial discussions and planning. Taking proactive steps can help you better navigate these challenges. #EstatePlanning #FinancialPreparedness #Widowhood #SocialSecurity