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YOU WORK HARD FOR YOUR MONEY

I Can Help You Make the Most of It

 

FINANCIAL PLANNING FOR YOU

Navigate life’s financial decisions with your
savings, investments, debt and day-to-day family needs.

As a CERTIFIED FINANCIAL PLANNER™ professional, I work with you to create a plan around you, with ongoing guidance and support to help you live for today and achieve your financial goals, no matter where you're starting from!


Are you ready to get started?

 
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DEIDRE FERNALD, CFP®

Hi, I'm Deidre!

Welcome! I want to help you achieve financial confidence and independence!

Since 2004, I have been providing financial planning services to the Tampa Bay community. My goal is to provide you with all of the tools, support, and ongoing financial guidance that can start you on the journey to reach financial freedom.

Take a look around, explore the various services I offer and reach out today!

 

YOUR FINANCIAL SITUATION

Who are you?

Driven and successful in most areas of your life, you're still trying to figure out your financial future with investments, savings and retirement planning. You've asked Google for the answers but with so many different answers, you are not sure which financial planning route is best for you. 


You have savings, maybe some debt and you wish you had made more progress by now. When you think about increasing your savings, it's quite the task because you are juggling expenses and worry that saving more will put too much pressure on your monthly needs. 

You want someone to look at everything to highlight the success you've had and what areas need more attention. 

That is what I do! 

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FINANCIAL PLANNING SERVICES

Buying a House
cooking couple
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FINANCIAL
PLANNING

I work closely with you to understand your financial goals and together, we can develop a practical blueprint to help you achieve those goals.

RETIREMENT
PLANNING

Whether you’ve been working for years or just getting started in your career, it’s important to take an active role in planning for your retirement.

SPENDING PLAN AND SAVINGS

Together, we can calculate and plan exactly how much money you need to contribute each month so you can arrive at your specific savings goals.

INVESTMENT PLANNING

I combine financial knowledge with purpose-based planning to bring you clarity for where you are today and your investment planning path forward.

 

EXISTING CLIENTS

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LINCOLN INVESTMENT CLIENTS

Login to your retirement and investment accounts

FINANCIAL PLANNING CLIENTS

Login to your financial plan

 

DEIDRE FERNALD, CFP®

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.

www.finra.org 

www.sipc.org 

www.lincolninvestment.com

www.suncoastwealthsolution.com


Suncoast Wealth Solutions and the above firms are independent and non-affiliated.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.

Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.

Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.

 

When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.