Dekko Investment Services

At Dekko Investment Services, we understand that you have worked hard to save for your future and meet your financial goals. That's why we specialize in providing financial advice and planning for individuals and families across northeast Indiana. As independent advisors, we have no incentives to promote specific products, so you can count on us to put your interests first. We have strong roots in this community, and we are committed to developing financial strategies that seek to give you confidence in your financial future and help build your legacy.

Our Services

At Dekko Investment Services, we offer a range of services to help you meet your financial goals. Here are some of the services we provide:

*Retirement Planning: We can help you plan for your retirement by providing guidance on how much you need to save, what types of accounts to use, and how to invest your money. We can also help you develop a withdrawal strategy that seeks to provide you with a steady income in retirement.

*Investment Management: We offer investment management services to help you grow your wealth. We use a disciplined investment approach that is designed to help you achieve your long-term financial goals. We offer access to a wide range of investment options, including individual stocks, bonds, mutual funds, and exchange-traded funds (ETFs).

*Estate Planning: We can help you plan for the distribution of your assets after you pass away. We can work with your attorney to develop a comprehensive estate plan that seeks to minimize taxes and ensure that your assets are distributed according to your wishes.

*Insurance Planning: We can help you assess your insurance needs and recommend appropriate coverage. We offer a range of insurance products, including life insurance, disability insurance, and long-term care insurance.

*Tax Planning: We can help you develop a tax-efficient strategy for your investments. We can recommend tax-efficient investments and help you manage your tax liability.

*Money and Lifestyle Tools: We offer a range of tools to help you manage your money and lifestyle. These tools include budgeting tools, debt management tools, and retirement calculators.

*Educational Resources: We offer a range of educational resources to help you learn about personal finance and investing. These resources include articles, videos, and calculators.

Our Approach

At Dekko Investment Services, we take a comprehensive approach to financial planning. We collaborate face-to-face with you to understand your goals and develop strategies that are designed to help you grow and protect your financial assets. We take into account many different factors as we provide guidance through financial decision-making, including career status, health and family issues, tax considerations, and risk tolerance.

As independent advisors, we offer our clients access to an enormous range of investment options. When you work with Dekko Investment Services, you can be sure that your interests come first, because we have no incentive to steer you toward proprietary investment products. The advisors at Dekko Investment Services take pride in providing objective, unbiased advice and recommendations.

Get Started Today

If you're ready to take control of your financial future, we invite you to contact us for an initial consultation and assessment at no cost or obligation. We look forward to putting our expertise to work for you.