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
- 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