DeFreze Financial Services

Our Approach to Financial Planning

At DeFreze Financial Services, we believe financial planning shouldn't be complicated or mysterious. Our mission is to guide you through the financial landscape and empower you to make informed decisions about your future. We achieve this by providing tailored strategies that align with your unique goals and risk tolerance.

Who We Are

DeFreze Financial Services was founded by Robert L. DeFreze Jr., a seasoned financial professional with decades of experience in insurance, investments, estate planning, and retirement planning. He is joined by a team of dedicated and experienced associates who are committed to providing personalized guidance and support.

Our Values

• Trust: We prioritize honesty and integrity in all our interactions.
• Transparency: We communicate clearly and openly about your financial situation and the strategies we recommend.
• Collaboration: We work closely with you to understand your unique goals and preferences.
• Empowerment: We believe in providing you with the knowledge and tools you need to make sound financial decisions.

Services Offered

We offer a comprehensive range of services designed to address your financial planning needs, including:

• Retirement Planning: Maximize your retirement accounts, plan for post-retirement income, and secure your future.
• Investment Planning: Develop an investment portfolio that aligns with your risk tolerance and financial goals.
• Estate Planning: Create a comprehensive estate plan that protects your assets and ensures your wishes are respected.
• Insurance Planning: Review your insurance coverage and ensure you have adequate protection against potential risks.
• Tax Planning: Optimize your taxes and minimize your tax liability.

Our Commitment to You

At DeFreze Financial Services, we are committed to providing our clients with:

• Personalized attention: We take the time to understand your individual needs and goals.
• Accessible information: We provide clear and concise explanations of complex financial concepts.
• Ongoing support: We are available to answer your questions and review your plan regularly.

Start Your Financial Journey with DeFreze Financial Services

We invite you to contact us to schedule a free consultation and discuss your financial goals with one of our experienced professionals.