FIDUCIAM CLARITAS
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What is financial wellness?

Our specialized approach goes beyond just managing your assets—we want to help you find true financial wellness.

We Work Hard to Keep You on the Path to Financial Wellness

Complex Portfolio Management Strategies Made Simple

Because of our fiduciary duty, we will be straightforward and honest with you about what route will be the most beneficial for you to reach your goals. Using our experience through multiple market cycles and legal expertise, the team at Derbend will make recommendations which can withstand the ups and downs of a shifting world. When you choose Derbend, we will get to know you and your situation and help you stay on course for the future. 

A Specialized Approach to Retirement Planning

Whether you are just starting out or are well into your career, our team can help you get on track for the retirement you want. We will meet with you to fully understand your goals and plan for them accordingly. Retirement planning should be considered whenever making any financial decisions and not viewed as an isolated savings goal. Derbend can help you optimize your financial wellness so you can maximize your present and future. Throughout the process, we want to help you truly understand your finances and leave our office with confidence and clarity in your retirement plan. 

Estate Planning for Your Specific Needs

Estate planning provides peace of mind because you know your family and your assets will be taken care of long after you’re gone. We know each client has different needs to consider, so we always start the estate planning process with a conversation. We want to understand what matters to you so we can help plan for those things. Utilizing our experience with finance and law, we are able to craft customized plans which will truly protect your interests. 

Financial wellness is just around the corner.

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