Meet Dean Statler: your partner in tax-efficient retirement and legacy planning.

I’m here to help guide you through the transition into retirement—optimizing income, minimizing taxes, and preserving the legacy you’ll leave. With a wealth of experience in Retirement Income and Tax Minimization Strategies, I’ve dedicated my career to helping empower retirees and pre-retirees. From my early days in my family’s landscaping business to my focus on insurance and Medicare strategies, I’ve seen how life’s twists can impact your finances. After earning my Series 65 in 2019, I expanded my services to offer comprehensive financial planning grounded in tax efficiency and long-term stability.

Yet credentials alone don’t define me—my true passion is helping you thrive, free from unnecessary taxes and red tape. Working alongside a close-knit team of specialists, I strive to strengthen after-tax income, fortify investments, and help ensure your wishes are honored. I also believe in the power of family—my three adult children and seven grandchildren remind me daily why legacy planning matters. My goal is to help keep you confident in your financial decisions and comforted by the knowledge that your loved ones and favorite causes are protected for the long term.

We take a holistic approach to helping you thrive.

Because lasting financial stability goes beyond just numbers.

Comprehensive Strategies: My strategies account for income planning, Social Security optimization, and leagcy considerations, all under one umbrella.

Deep Expertise in Tax Efficiency: I zero in on after-tax outcomes so your hard-earned money has the best chance to grow and endure.

Personal Connection: No two retirements are the same, and I prioritize getting to know your hopes and concerns on a personal level.

Unwavering Support: From the initial conversation to every annual review, I’m by your side, ready to answer questions and fine-tune your plan as life evolves.

These core values guide our practice. 

People Matter

We believe that each person is innately valuable and worthy of the utmost respect and honor. Relationships and business are meant to go together, so we put people first and money second. This perspective shapes our daily work and helps ensures that genuine care and connection come before financial considerations.

Integrity Matters

We believe that integrity and truth matter. Our practice centers on suitability and ethical conduct, meaning we always place a high value on your needs. When recommending strategies, we consider what’s genuinely best for you—not just for us.

Communication Matters

We believe that ongoing, open dialogue with our clients and partners is the cornerstone of our dedication and transparency. You deserve frequent, timely, truthful, and relevant updates so that our business relationship reaches its full potential.

Service Matters

We believe that while good service is practical, exceptional service is necessary for business excellence. Whether you’re nearing retirement or already enjoying it, we commit to providing the best possible advice and guidance, paving a clear path toward your financial future.

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.