Dempsey Financial Services LLC specializes in helping individuals, small and medium-sized businesses, as well as Churches and non-profit organizations with retirement programs, investment strategies and planning. Our customized solutions and unique level of personalized servicing along with our vast pool of resources, alliances, and network of professionals allows us to offer and deliver to you a quality investment and/or retirement plan.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (330) 908-1087. We would welcome an opportunity to share how Dempsey Financial Services can partner with you regarding your financial success!
Helpful Content
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Markets React
When markets shift, experienced investors stick to their strategy.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?