Products and Services


At Degeneffe Financial, we offer a variety of products and services as well as three advisors with over 50 years of combined experience to help you achieve financial security. 

 

  • Wealth Management
  • Fee Based Services
  • Retirement Income Planning
  • Pension Payout Alternatives
  • Social Security Payout Options
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Business Succession Strategies
  • Group Employee Benefits
  • Mutual Funds & Stocks
  • Retirement Plans
  • Brokerage Accounts
  • Annuities
  • Traditional & Roth IRAs
  • 401(k), 403(b), SEP, SIMPLE IRAs, 412(e)(3) plans
  • Life Insurance
  • Variable Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Funeral Trusts