Degeneffe Financial
Investments, Retirement Planning, and Insurance
Everyone is unique...so should be your financial strategy!
The key to financial freedom begins with defining what it means to you. Expressing your dreams is the first step in turning them into reality. Degeneffe Financial is focused on the dreams, goals and needs of our clients. Whether financial freedom means having the ability to do the things you love or something more, we are committed to the highest level of service, integrity and quality. It's not about what you choose to do, but having the freedom to make the choice.
We look forward to hearing from you.
Newsletters
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A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
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Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.