I’m Dean Statler—for over a decade, I’ve helped retirees and pre-retirees in Vero Beach and beyond plan for stable, tax-efficient retirements. My approach is simple—I do the work diligently and refuse to take shortcuts. Which, ironically, saves me a lot of time. I take that extra time to listen and explain strategies in straightforward terms. If you’re looking for someone to help navigate seemingly complex tax minimization strategies, optimize your income, and help you leave a meaningful legacy, you’re in the right place.
The only Real Shortcut
is refusing to take one.
No matter your
starting point,
we offer a hand.
Whether you’re lightyears from retirement or already there, comprehensive, tax-minimization focused strategies can help you maintain your lifestyle and confidently support what matters most.
How much of your retirement income do you actually get to keep?
It’s easy to overlook how taxes can erode your savings and retirement income. Whether it’s Social Security taxation or distributions from IRAs and 401(k)s, the fine print can make a big difference. My job is to help simplify our long-winded tax code and put you on a path toward a well-protected, tax-efficient retirement.
Our Simple, four-step PATH
to retirement.
Clarity is key—and so is your confidence.
Personal Conversation
We start by talking through your goals, concerns, and the retirement lifestyle you envision. It’s a chance for me to learn about you—and for you to ask any questions.
Analysis of Your Current Standing
Next, I review your existing financial documents, tax returns, and potential income streams. This helps us see where you stand and how we can potentially improve your tax efficiency.
Tailored Strategy Creation
With a full picture in view, I craft a strategy unique to your retirement needs—one that aims to help optimize income, potentially reduce taxes, and position your legacy for long-term impact.
Holistic Implementation & Follow-Through
From setting your plan in motion to regular check-ins, I’ll help adjust and refine as life evolves. That way, you can stay confident at every stage of retirement.
Let’s give your
lifetime of hard work
the respect it deserves.
Tax Efficiency at the Core
I specialize in designing strategies that aim to reduce your tax liabilities. That means more of your hard-earned money stays in your pocket—and in your estate.
Holistic Legacy Approach
Protecting your retirement is step one. Step two is shaping the legacy you’ll leave behind, be it for family, friends, or a cause that’s dear to you.
Decades of Experience
From insurance and Medicare to investment advisement (Series 65), I’ve navigated nearly every side of retirement planning. My goal is to bring that knowledge to your unique situation.
Family-Focused Values
As a father and a grandfather, I understand the importance of looking after those you love. Every recommendation I make is designed with that priority in mind.
Ready to take the next step toward a tax-efficient retirement?
Let’s start with a simple conversation. No pressure, no jargon—just honest guidance to help you move forward with clarity and confidence.
