W. Dean Burdette, Prudent Financial Services Founder
Custom-tailored Plan
I believe that each person deserves a custom plan for investing that can only be accomplished by spending time with clients to learn about their personal goals and not just their financial goals. By acquiring both sets of goals we can build a custom plan that is focused on your specific needs and provide flexibility for those unexpected life events.
I primarily work with those clients that are about to retire or have already retired. I understand that your financial confidence is dependent on your personal or business situation. I work with you to highlight the opportunities that best improve your goals and situation. Once your custom-tailored plan is in place, we will continue to work together to maximize the efficiency of attaining your stated aims, and ensure you take comfort in knowing that everything is moving forward according to plan.
Investment Advisor Representative
In 2019, Dean founded Prudent Financial Services, LLC. He started his career in the banking industry over 25 years ago. It wasn’t until he became an independent financial advisor that he finally found a place that puts the five pillars of sound financial plans in one location. Those pillars are Income, Investments, Healthcare, Taxes, and Legacy Planning. Each and every situation is looked at through each of these pillars. This allows for us to create a unique plan for our clients that is tailored to their needs.
Although not born in Florida, Dean has lived in Naples for over 44 years. Dean and his four children (Ian, Aiden, Peyton, and Calen) live in Naples. In his spare time, Dean enjoys coin collecting, hiking, soccer, and is very involved with his church.