Define Your Future
DeFreece Financial Services exists through choice. The choice made years ago by DeFreece Financial Solutions founder and owner, Dominic DeFreece, to not allow circumstances to define him. That choice has provided opportunities of growth and abundance via financial planning and financial solutions that otherwise would not have been achieved.
DeFreece Financial Solutions exists to help others realize a mindset where they can make their own choices and define their own future.
Welcome to DeFreece Financial Solutions
Customized Financial Planning & Investing
DeFreece Financial Solutions helps individuals and small businesses let go of uncertainty and design a strategy around their finances. Our services can help you understand your options, create a customized plan and create a clear path to abundance. Helping people feel that peace of mind.
Educate
Financial Literacy
DeFreece Financial Solutions works hard to educate the community on everything financial from budgeting to investing and help everyone understand all the industry terms to make sure they are comfortable making choices.
Define
Comprehensive Plan
When you decide to work with DeFreece Financial Solutions, we will build a thorough strategy that encompasses a budget, savings & investments, retirements plan, and risk management tailored to meet your needs.
Grow
Customized Personal Wealth Strategies
Once we lay out your initial blueprint and it’s placed into action, there will be annual check-ins to make sure your initial strategy is still relevant. If not, we adjust. In addition, it’s then time to take the next step and create a reality that includes your choices for retiring on your own terms and maintaining your wealth, and more.
One Size Fits One
Designing the Strategy that Works for YOU
Are you ready to change your mindset and make the choice to improve your financial story? Wealth management strategies are unique and available to everyone! Contact us now to start on your new path to financial independence.
Million Americans
have more credit card debt than emergency savings.
March 2019 Bankrate Report
%
Of Americans
are not saving any money at all for retirement.
Center of Financial Services 2018
%
of Americans
are not on track for retirement.
Northwestern Mutual Planning & Progress Survey
%
of Americans
have life insurance and about half of those with insurance are under insured.
LIMRA Feb 2020
DeFreece Financial Solutions Vision & Mission
The vision of DeFreece Financial Solutions is for no one to ever be ashamed of their financial situation.
Our mission involves creating choices of wealth one family/business at a time. Helping others to understand, prioritize, and grow to a place where they can be confident with their financial planning.
Financial Services
Our services start with listening to your needs. From there, we develop a customized plan that can incorporate the following areas. But no matter the path, you will always be the one with the final choice. Please look at some of the areas we specialize in and contact us today!
Financial Literacy
DFS shows people how to confidently manage their own finances, budgets, spending, debt, insurance and wealth planning.
Educator Retirement Analysis
DeFreece Financial works with teachers (elementary through post secondary) offering guidance around retirement.
Retirement Planning
DFS offers a comprehensive analysis and proposed blueprint to ensure you can live comfortably in your retirement years by maintaining an appropriate portfolio of assets.
Risk Management
The pride of DFS is to help our clients minimize any risks that might prevent them from reaching their financial goals.
Debt Management
Most Americans have debt. We have industry experts to help you plan a clear path to resolve that burden by examining the numbers specific to you.
Charitable Planning
Giving back is a pursuit we’ve all wanted to reach. We help you make smart, planned contributions to the causes you love the most.
Blog
Financial Resources and News
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DeFreece Financial Solutions
DeFreece Financial Solutions exists to help others realize a mindset where they can make their own choices and define their own future.
Contact
Get In Touch
Phone
Hours
Office
Wyomissing, PA 19610