People | Process | Product
About us.
Transition to a Better You
Transitions are one of life’s most stressful and unpredictable periods; our goal is to make the transition from working life to retirement as seamless as possible. In order to achieve this, education is at the forefront of our business. Appropriate decisions will be discussed and never forced. With Financial Freedom, you are in control.
Our complete effort goes into gaining a full understanding of your current financial situation and developing a plan for you. Our client-focused approach allows us to develop relationships with our clients and provide the best assistance possible. Every person has different goals for their retirement, we can help you reach yours.
1. People
First, we will begin our client-focused process by meeting to learn more about each other and your financial situation. At your initial meeting, we will take the time to learn about your goals for retirement and the plan you currently have. This is needed in order to create a new plan that will better suit your goals.
2. Process
Next, we will explore options and create a sound plan that you can follow throughout retirement. We will never push you to agree to a financial plan that you are not 100% confident in. The time we spend together will be spent explaining the various products that could benefit you.
3. Product
Once we have come to a complete agreement on your plan, we can begin the implementation phase. During this time, we will continue to check in on you and your plan periodically to ensure that everything is still going according to plan.
Meet our founder
Dean Aerts has RICP and LUTCF designations and also holds Series 6, Series 63, and Life and Health Insurance licenses. He is proud to have been in the industry for over two decades. He graduated with Marketing & Finance majors from the University of Wisconsin Oshkosh. Both Dean and his father have always shared a fascination with money management, which pushed Dean to pursue a career in this industry. He focuses his business on identifying investment opportunities for clients by utilizing a disciplined, in-depth, fundamental, and risk-controlled process. He’s learned throughout his time in the industry that client-relationships are what matters most, therefore, relationships will always be at the forefront of his business.
Dean is married to his wife, Jennifer, and together they have two children, Gavin and Ella. He was born and raised in Freedom, WI, and currently lives in West Depere. He has a huge passion for running and sports, staying active as often as he can. Dean coaches cross country and track to high schoolers in his community and is also very passionate about his faith and his family.
