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.

Financial Planning

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.

Retirement Fund IRA

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.

"If you fail to plan, you are planning to fail."

Benjamin Franklin

“It’s not your salary that makes you rich, it’s your spending habits.”

Charles A. Jaffe

"Do not save what is left after spending, but spend what is left after saving.”

Warren Buffet

Blog

Financial Resources and News

Get the Most BANG out of your Small Business Bucks

Get the Most BANG out of your Small Business Bucks

Is your dream of running your own small business a little more complicated than you expected? Fear not because there are resources that can make your business run more effectively and make it flourish. Small business owners hold the jobs of marketing, payroll, admin,...

Get the Most BANG out of your Small Business Bucks

Is your dream of running your own small business a little more complicated than you expected? Fear not because there are resources that can make your business run more effectively and make it flourish. Small business owners hold the jobs of marketing, payroll, admin,...

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Dominic DeFreece

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

Hours

By Appointment Only

Office

928 Penn Avenue
Wyomissing, PA 19610