About Dean
Dean is passionate about delivering Freedom. Freedom to control your destiny. Freedom to live the life you want to live, not that you have to live because you don’t have any other options. Freedom from relying on anyone else, government, family, or anything else. He wants to help you enjoy complete autonomy to live life on your own terms.
Being the business for decades has given Dean unique insight into what it takes for you to create and enjoy this autonomy and lifestyle. For decades he’s seen the market cycles, the ups, the downs. The highs and the inevitable lows that follow.
These cycles can create devastating losses right when people need their money the most, robbing them from their hopes and dreams, and ultimately their financial freedom.
Insurance Planning
Like a good financial plan, insurance takes into account your goals and current financial situation and should evolve as your life changes.
Income Planning
Having a plan to help build a guaranteed income stream or a retirement nest egg is the key to a successful retirement.
Retirement
Do you want to help lower your taxes in retirement and increase your retirement savings?
Personal Service and Support
We all want peace of mind for ourselves and our family – for the worst-case scenarios we unfortunately face in life.
That’s why I wake up energized and excited to help my clients sleep better at night with more financial security.
Local Support
Dean is located in Reading, PA and can provide personal, phone, & virtual consultations.
Experienced
Dean is here to review your situation and find the right solution that fits your short and long-term needs.
Trained and Certified
Dean is licensed, trained, and annually certified to assist you with Medicare and your other insurance needs.
No Additional Fees
Dean does not charge for his services and is compensated by the carrier (insurance company) partners. It makes for a win – win situation.