Custom Solutions for Individuals, Business, and Non-Profits
After many years of providing financial services to Individuals and families, one of our clients asked if we could help her set-up a retirement program for her company. A decade later, working with Business owners is now an integral part of DeYoe Wealth Management's services. We help small business owners establish retirement plans, offer financial literacy programs for their employees, and develop sucession planning strategies. Our involvement with the community encouraged us to develop another important part of our practice: working with local Non-Profits to help them invest their assets, manage their retirement plans, and meet the long term goals of their organization.