Estate Planning Strategies -- Is your legacy in place? Together, we create a plan that will strengthen the financial foundation of your children and grandchildren well into the future. With proper planning, your legacy can endure.
Retirement Planning -- Do you know the number? DeMoss Financial can help you determine an appropriate and achievable dollar amount to meet your retirement needs and goals. We will match the best financial vehicles -- 401k's, IRA's, Roth IRA's and Roth Conversions – to your specific objectives.
College Savings Planning -- DeMoss Financial can estimate the future cost of college education for your children, and devise a plan to pay for it. With savings programs like 529 Plans, Coverdell and UGMA plans, the goal is far more attainable than you might think.