?? Charity Spotlight: Hatch for Hunger, Inc. We’re proud to recognize the incredible work of Hatch for Hunger, Inc., a local nonprofit serving over 80 food banks and pantries in 31+ states. By partnering directly with farmers to reliably deliver fresh protein to food bank partners nationwide, they provide nutritious meals to millions each year. Our team member, Brad Cougill, has provided informal advisory support to Hatch since its founding in 2015, helping advance the organization’s impactful vision. Supporting causes like these reflects our commitment to living a Wealthwhile life. Learn more about their impact: https://lnkd.in/gD7kf-Vb #CharitySpotlight #Wealthwhile #DeerfieldCares #HatchForHunger
Deerfield
金融服务
Indianapolis，IN 150 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 Our Client Success Stories! We are beyond grateful for our clients! Learn how we've helped make a positive impact on our clients' lives through their success stories: https://lnkd.in/gbNuk3_7 #ClientSuccess #DeerfieldCares
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3 Tips to End the Year Strong: 1?? Review Your Finances: Check your budget, savings, and investments to confirm you’re on track for 2024. 2?? Maximize Contributions: Consider adding to your 401(k), HSA, or IRA to take advantage of tax benefits. 3?? Set New Goals: Reflect on your accomplishments and set fresh goals for the new year! Finish the year already feeling ready for the next! ?? #YearEndTips #FinancialPlanning
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?? Charity Spotlight: The Gary Sinise Foundation At Deerfield, we believe that supporting great causes is part of living a Wealthwhile life. Today we’re highlighting the Gary Sinise Foundation, an organization close to our team member Marsha Kalasmiki. The foundation honors and supports our nation’s defenders, veterans, and first responders through a variety of impactful programs. When you get the chance to give, you’re not just making a difference—you’re living with purpose. ?? Learn More & Donate: https://lnkd.in/geuFCjv #CharitySpotlight #Wealthwhile #DeerfieldCares #GarySiniseFoundation Gary Sinise Foundation
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We're halfway through November already, so don't forget it's time to review your healthcare coverage for 2025! Don’t miss out on the key enrollment dates: ?? Medicare Open Enrollment: October 15 – December 7 ?? Healthcare Marketplace Enrollment: November 1 – January 15 Whether you're updating your Medicare plan or enrolling in marketplace coverage, make sure to review your options and choose the best plan for your needs. ? Now’s the time to finalize your coverage for 2025! #HealthcareEnrollment #MedicareOpenEnrollment #HealthCoverage
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Last-Minute Tax Moves to Help Save You Money! Still looking for ways to reduce your tax liability before the year wraps up? Here are three strategies to consider: ? Contribute to a 529 Plan: Investing in your child’s education can potentially help lower your state taxes. ? Increase Your 401(k) Contributions: Haven’t hit your yearly contribution limit? Now’s the time to contribute more for retirement and help reduce your taxable income. ? Max Out Your HSA: If you have a health savings account, make sure to take advantage of tax-free contributions for future healthcare costs. Don't wait—these small steps can add up to big savings! ?? #TaxPlanning #529Savings #RetirementPlanning #HSASavings
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Looking for a gift with lasting impact this holiday season? Explore Marcus Miller's top 5 financial gift ideas for children and grandchildren—invest in their future, and teach them invaluable lessons in financial independence along the way.
The 5 Best Financial Gifts for Children or Grandchildren
https://deerfieldfa.com
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?? Client Testimonial Spotlight: Sam & Maria “Our longstanding relationship with Deerfield Financial Advisors has given us a sense of security and peace of mind that our financial affairs are in great hands. Their advice has allowed us to retain our principal investment and grow our portfolio over 23 years. We’ve paid for the college education of our three children and have lived comfortably on our required minimum distributions for over 18 years. Our confidence and trust are reaffirmed knowing the financial affairs of all my children are in the hands of Deerfield.” Read more of our client stories here: https://lnkd.in/gbNuk3_7 #ClientTestimonial #DeerfieldCares
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Don’t let financial stress derail your legal career. Learn how to navigate common attorney financial challenges and build a solid financial future.
Attorney Financial Challenges & How to Tackle Them