Wealth Management
Strategic Wealth Planning for Retirement Confidence, Investment Growth, and Long-Term Security Success starts with DeMar Consulting Group.
Retire with Confidence: Secure Your Future with Expert Financial Planning
You’ve worked hard to build wealth. But as retirement approaches, questions about taxes, market shifts, investment performance, and long-term security start to pile up. You shouldn’t have to face that uncertainty alone.
We help high-net-worth clients turn complexity into clarity with wealth management strategies that reduce tax burdens, optimize investments, and protect what you’ve built. Early moves, like Roth conversions and portfolio repositioning, can save millions in taxes and set you up for long-term success.
Retirement isn’t the end of your story, it’s the beginning of your freedom. Let’s build a plan that makes the most of what you’ve earned. Schedule your free consultation today.
Check out our retirement calculator below and see how your current plan stacks up for the future.
Get Started with a Free Consultation from Our Experts!
Personalized Wealth Planning for Your Financial Success
Financial Planning
Financial planning involves creating a roadmap for your financial future by setting goals, creating a budget, managing debt, investing, and planning for retirement. Its goal is to help you achieve financial security and independence for life.
Investment Advising
We offer investment advising to assist individuals and organizations in making informed investment decisions. Our service involves analyzing financial goals, risk tolerance, and trends to create personalized investment strategies.
Tax Planning for Retirement
We assist with retirement planning, organizing and filing tax returns for individuals and businesses. Tax preparation is crucial to avoid penalties and comply with tax laws as well as helps serve our clients on a deeper level. EX: Tax ability of retirement accounts Roth conversions prior to the age of 73 so they have working Tax planning in connection to retirement and wealth planning.
Retirement Plans
We help individuals and small business owners set up the right retirement accounts with ease. From Traditional and Roth IRAs to SEP IRAs, 401(k)s, and Solo 401(k)s, our team ensures your plan fits your goals and maximizes tax advantages. Get expert guidance without the guesswork.
Managing Partner, Wealth Management and Enrolled Agent (EA)
Navigating retirement’s financial complexities and tax implications can feel daunting. DeeDee Baze, CFP®, EA, is Managing Partner at DeMar Consulting Group, specializing in retirement tax planning, wealth management, and financial strategies. She empowers clients, particularly during retirement transitions, with personalized advice to minimize taxes and maximize security, ensuring they navigate their financial journey with clarity and confidence.
Our Services
Unlock Hidden Opportunities with Industry Leading Financial Consultants
You can’t be an expert in every area of finance—it’s simply too complex. That’s why at DeMar Consulting Group, we partner with you to navigate financial complexities, uncovering opportunities you didn’t know existed. Our specialized expertise provides you with clear insights, empowering you to move your business forward with confidence and clarity.
