Broker Check

Financial Planning

At Deer & Yunker Financial Partners, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth.  No matter where you are in your financial journey, we strive to take you to the next level.

  • Summary of Our Process
    • Establish & define the client-advisor relationship
    • In depth inventory of your current financial position
    • Analysis & evaluation of financial status
    • Idea shares and review of recommendations
    • Implementation of recommendations
    • Ongoing client reviews and monitoring