Services

Financial Solutions to Meet Your Needs 

"At Deephaven Financial I am proud to offer the resources and experience to help you take charge of your financial future."  - David Matteson, CFP 

Financial & Estate Planning

Deephaven Financial leverages some of the most sophisticated financial planning tools available today to help clients organize their financial life, define goals, take charge and chart a course to reach those goals.  What's more, we work with our clients through the years to help stay on course. 

Initial consultations are at no cost.  An initial consultation is a great time to meet and review your current objectives, circumstances and possible solutions to meet your needs.  The meeting typically lasts one hour, is confidential and there is no obligation.    

Investment Products & Services

Through Signator Investors (SII) we  offer clients an open platform of financial products and services which enable us to deliver objective financial guidance for individual, family and business needs:

  • Publicly traded stocks and Bonds
  • Mutual Funds
  • CDs, Money Markets 
  • Unit Investment Trusts
  • Limited Partnerships
  • REITs
  • Seperate Accounts
  • 529 Plans
  • IRAs & IRA Rollovers
  • 401(k) & 403(b )Plans

Annuities

We offer an array of high quality, innovative annuity products to meet client individual needs.  Both deferred and immediate annuities at variable and fixed rates of return.

Long-Term Care Insurance

Comprehensive long-term care insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.  A variety of options make it possible to tailor plans to each client. 

Life Insurance

High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.

Workplace Workshops

Employers can offer employees a valuable benefit through on-site financial education workshops.  Workshops can help employees better understand the value of their employer sponsored benefits, simplify and organize personal financial goals and add to employee satisfaction.

Workshops are available on a variety of financial planning topics and delivered personally by David Matteson, CFP and President of Deephaven Financial.  There is no cost or obligation to employees and no cost/minimal time on the part of the employer through our 3 Step Implementation Process.  See "Employee Education" for complete information.