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Products & Services

At Dewey Financial, we provide assistance in the following areas:

Personal Services

  • Budgeting Skills
  • Estate Planning
  • Living Trusts 
  • Retirement Planning
  • IRA’s
  • ROTH IRA’s
  • Annuities

Personal Risk Management

  • Life Insurance 
  • Disability Insurance  

Business Services

  • Small Business Retirement Plans
  • SEP and SEP/IRA
  • SIMPLE
  • Individual 401(k)
  • 401(k) Plans
  • 403(b) Plans
  • Business Continuation Plans
  • Buy-Sell Agreements
  • Deferred Compensation

Network Referrals

  • Estate Attorney
  • Legal 
  • Property Casualty Insurance 
  • CPA / Tax Preparation
  • Payroll Administration
  • Benefits Administration
  • Human Resources Management
  • Realtor
  • Banker 
  • Mortgage Specialist
  • Health Insurance
  • Long Term Care Insurance
  • Dental Insurance
  • Health Savings Accounts
  • Group Health and Life Insurance