Ellen Dean's mission is to offer suitable investment advice and insurance services to provide her clients with the education and tools they may need to help preserve wealth and reach financial goals. Once you and Ellen have developed and agreed upon a financial plan, She is aligned with Raymond James Financial Services to offer a full line of products and services that may support those objectives. Few things give investors more confidence than knowing that the assets they have worked so hard to accumulate over the years are preserved for their heirs.
Services
Ellen is passionate about family financial planning, risk management, asset allocation, client education and consumer service. Ellen approaches investment management and financial planning as a client-centered process, with a focus on personal goals and relationships. CLIENT EDUCATION is a key goal in her office.
When you become eligible for Medicare at age 65 or because of a disability, there are several decisions to make regarding supplemental health insurance. Remember, under Medicare Part A, you are responsible for a hospital deductible of approximately $1300. Medicare Part B is generally an 80/20% plan, which means you are responsible for 20% of the Medicare approved charges.
Reviews (1)
Lori Pruett
Mar 29, 2019
