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FINANCIAL & INVESTMENT PLANNING

Embrace Your Financial Future with Confidence

Deidre Fernald, CFP®, offers financial planning and investment advice.

She is dedicated to helping you meet your financial goals by creating detailed plans tailored to your own unique circumstances. She considers a variety of topics such as spending, savings, debt management, retirement, college savings, and insurance in order to assist clients on the path to achieving financial success.

Deidre's services are designed to provide guidance toward informed decision-making with clear steps for implementation. Investing in yourself with the help of a knowledgeable CERTIFIED FINANCIAL PLANNER™ like Deidre pays dividends in confidence and long-term security.

Learn more today about how she can help you thrive!

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CERTIFIED FINANCIAL PLANNER™ IN TAMPA BAY

Maximize Your Financial Potential

FINANCIAL PLANNING

12 Month Partnership: Plans from $1,800
(based on complexity)

I design a plan around your lifestyle, tackling your top priorities with education and accountability along the way.

Spending & Savings Plan

Debt Management Plan

Family & Education Savings

Retirement Planning

Family Protection

Investment Planning

Includes up to 10 (10) scheduled meetings with

unlimited calls and messages.

RETIREMENT PLANNING

Plans from $1,000
(based on needs and complexity)

In my retirement planning partnership, I will help answer:

When you can retire

How much you can spend in retirement

How much to save for a comfortable retirement

Strategies to help keep more of your savings

Social Security and Pension analysis

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SPENDING & SAVINGS PLAN

Plans from $600
(based on complexity)

The Spending & Savings Plan helps bring awareness

to where your money is going and how to:

Balance expenses you need to live

Pay down debt

Increase your savings

and

Still have fun!

INVESTMENT MANAGEMENT

Up to 1.50% of Assets Invested

Investing can be overwhelming but we know how important it is for your future.

I can help you compare your options on how and where to invest your money based on your future plans for your money and lifestyle.

Investment Services through Lincoln Investment.

*Other account fees, fund expenses, brokerage commissions and service fees may apply.

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If you choose to implement your financial plan through us, the financial professional will act as agent for the broker-dealer, Lincoln Investment and/or agent for any insurance company with whom the financial professional may affiliate. Security recommendations will be limited to products offered by the broker-dealer. Although you always have the ability to purchase security products through other brokers or dealers, the fee schedule for our services has been structured with the understanding that our clients will implement financial product recommendation through our firm.

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

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.

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.

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