?? 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
Deerfield
金融服务
Indianapolis，IN 155 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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?? 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.
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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
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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?
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?? 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
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?? 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
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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
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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
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At Deerfield, we provide personalized financial strategies for Business Leaders, Physicians, Attorneys, and Women. With precision and transparency, we uncover opportunities tailored to your individual needs. Let’s transform your wealth into something meaningful and make your financial journey purposeful. ?? Learn more: https://deerfieldfa.com/
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