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

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.