Services

One of the best things about working for Dean Financial Group is being able to offer real-world solutions to people who have a genuine need. We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place. At Dean Financial Group, we take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.

Step 2: After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished.

Step 3: Now comes the fun part. We'll identify insurance and financial products that can help meet the specific objectives outlined above. If you like, we'll even consult with your financial, tax, and legal advisors to make sure all our efforts are coordinated.

Neither Dean Financial Group, its staff, nor New York Life Ins. Co. or its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Disclosure

Lee Dean is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0733154), CO, CT, DC, FL, ID, MA, NC, NH, NY, OR, RI, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

Lee Dean is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-1375. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, ID, MA, NC, NH, NY, OR, RI, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Lee Dean is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, FL, MA, NC, NH, NY, OR, RI, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

DEAN FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither DEAN FINANCIAL GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​