?? This summer, amidst backyard cookouts and summer parties, Marcus Miller frequently heard, 'Got any stock tips?' It’s a common misconception that wealth advisors are just stockpickers. In his latest article, Marcus sets the record straight on what being a wealth advisor truly means and how it differs from the stockbroker stereotype. Curious to learn more? Read Marcus’s full perspective here: https://lnkd.in/gim2wyvJ #FinancialPlanning #WealthManagement #DeerfieldInsights
Deerfield
金融服务
Indianapolis，IN 147 位关注者
Focus your wealth on your most worthwhile causes with Wealthwhile planning. ????????????????????????|??????????????
关于我们
Discover a different approach to financial planning—experience Wealthwhile. As your life and career become more complex, so does managing your wealth, and you’re sure to face many complicated scenarios along the way. That’s why you want an advisor who understands your specific situation, to reduce complexities and help capitalize on opportunities. At Deerfield, we believe planning is more effective when it’s grounded in purpose. So we’ve developed a unique and straightforward three-step financial planning process called Wealthwhile to help clients use their wealth to create more of what is worthwhile in their lives. Whether you are focused on securing your family's financial independence or aspire to meaningfully enrich the lives of others in your community or beyond, we know how to help. Deerfield is a full-service, independent wealth management firm with deep roots in the fee-only, fiduciary financial planning industry. Located in Indianapolis and Chicago, Deerfield is currently trusted by more than 200 families across the United States, many of whom are women, physicians, attorneys, and business leaders with a range of net worth from $1 million to over $50 million. To learn more about our wealth management services and how to live your Wealthwhile, visit deerfieldfa.com or call us today at (317) 469-2455 | Indianapolis office or (847) 789-5000 | Chicago office. – Deerfield Financial Advisors, Inc. (“Deerfield”) is an SEC-registered investment adviser located in the State of Indiana. Deerfield and its representatives are in compliance with the current notice filing requirements imposed upon SEC-registered investment advisers by those states in which Deerfield maintains clients.
- 网站
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https://deerfieldfa.com
Deerfield的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Indianapolis，IN
- 类型
- 私人持股
- 创立
- 1985
- 领域
- Financial Planning、Investment Advisory Services、Wealth Management和Retirement Planning
地点
Deerfield员工
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Marsha Kalasmiki
Chief Compliance Officer at Deerfield Financial Advisors, Inc.
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Lori Kamminga
Client Services Associate at Deerfield Financial Advisors
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Susie Steel, CFP?
Wealth Manager, Senior Shareholder, & COO at Deerfield | Focus your wealth on your most worthwhile causes with Wealthwhile planning #PoweredbyPurpose
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Marcus Miller, CPA, CFP?
Wealth Manager & Shareholder at Deerfield | Helping clients focus their wealth on their most worthwhile causes
动态
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Discover the impact of Susie's dedicated wealth management through this incredible Client Success Story. See how her impact has made a difference: https://lnkd.in/gbNuk3_7 #ClientSuccess #Spotlight #DeerfieldAdvisors
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?? October is Cyber Security Awareness Month! ?? Stay one step ahead of cyber threats with these essential tips: 1?? Update Your Software Regularly: Keep your operating system and apps up to date to protect against vulnerabilities. 2?? Use Strong, Unique Passwords: Avoid common phrases and use a mix of letters, numbers, and symbols. 3?? Be Wary of Suspicious Emails: Don’t click on links or open attachments from unknown sources. 4?? Enable Two-Factor Authentication: Add an extra layer of security to your accounts. Stay vigilant and keep your data safe this Cyber Security Month! #CyberSecurityMonth #DigitalSafety #ProtectYourData
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?? Team Member Spotlight: Lori Kamminga, FPQP? ?? We’re thrilled to spotlight Lori Kamminga, our dedicated Client Services Associate at Deerfield! Lori plays a crucial role in supporting our clients throughout their Wealthwhile journey, providing exceptional service and fostering lasting relationships. With a background in executive administration within the banking and public accounting sectors, Lori joined Deerfield in 2016 and earned her Financial Paraplanner Qualified Professional designation the following year. Her expertise spans client interfacing, recordkeeping, account maintenance, meeting coordination, and research on special projects. Outside of work, Lori resides in Fishers, IN, with her daughter, Shelby. They are actively involved in non-profit and community initiatives, focusing on enhancing the well-being of children, elders, and individuals living with disabilities. Lori’s passion for making a positive impact shines through in her authentic approach and compassionate leadership, enriching both her life and the lives of those she touches. We’re grateful for Lori’s invaluable contributions and vibrant spirit! #Deerfield #TeamMemberSpotlight
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?? Your company’s had a great year, and RSUs are on the way! ?? But when is the best time to sell them? Deciding what to do with your restricted stock units (RSUs) can be tricky. It depends on your financial goals, risk tolerance, and tax situation. Want to make the right move with your RSUs? One of our latest articles reviews the ins and outs of RSUs, helping you make informed decisions. Read more on our blog and get the clarity you need: https://lnkd.in/gTYsnygg #RSUs #FinancialPlanning #WealthManagement #DeerfieldAdvisors
Selling Your RSUs: Tips for Making the Right Decision
https://deerfieldfa.com
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???? At Deerfield, we understand that financial planning for women involves unique challenges often overlooked by traditional planners. With women in key leadership and management positions, we’re uniquely equipped to address issues that cause financial stress like pay gaps, career breaks for family, and longer life spans. Our planning services include: ?? Income generation strategies for your next life phase ?? Support navigating the financial complexities of being suddenly single, whether through loss or divorce ?? Collaboration with your accountant, banker, and estate attorney on tax minimization, debt optimization, estate planning, and charitable giving ?? Assistance with day-to-day financial details to reduce stress and boost productivity Let us help you navigate these challenges. Discover how our tailored services can support your financial journey! #WomenInFinance #FinancialPlanning #DeerfieldAdvisors #Empowerment #WomenSupportingWomen
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Are you maximizing your Eli Lilly 401(k)? Understanding the unique options and benefits can help you build a stronger retirement plan. From pre-tax and Roth 401(k) contributions to self-directed brokerage accounts, discover how to structure your 401(k) for your financial goals. Need guidance? Deerfield Financial Advisors is here to help! Contact us today.
Your Comprehensive Guide to the Eli Lilly 401(k) Plan
https://deerfieldfa.com
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Medicare Enrollment Alert! October is here, and that means it's time for Medicare Enrollment! Whether you're approaching retirement or looking to review your current plan, now is the perfect time to explore your options and to help make sure you're getting the coverage that best meets your needs. ?? Why review your Medicare options? ?? To find a plan that suits your healthcare needs ?? To potentially save on costs ?? To take advantage of any new benefits or changes #MedicareEnrollment #Deerfield #HealthCareCoverage #RetirementPlanning
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We’re incredibly proud to celebrate our outstanding team members—Brad, Susie, Marcus, and Matt—who have each been selected for the prestigious Five Star Award! ?? Their dedication and proficiency in wealth management truly set them apart. Join us in congratulating them for this well-deserved recognition! Click here to see information about the selection criteria for the award. https://lnkd.in/dd5-h7K #FiveStarAward #TeamExcellence #DeerfieldAdvisors
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Tomorrow's the day the Deerfield team steps up for the Greater Indiana Alzheimer's Association Walk! Together, we can make a powerful impact in the fight against Alzheimer's. Learn more about how to help: https://lnkd.in/guPJu7Tr #ENDALZ #Walk2EndAlz Alzheimer's Association Greater Indiana Chapter
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