Rett Dean
CFP®, EA
Riverchase Wealth Management, LLC
Co-Founder & Principal
Rett Dean
CFP®, EA
Riverchase Wealth Management, LLC
Co-Founder & Principal
Our mission is to ensure families and individuals are able to have financial peace of mind, by helping them navigate the decisions they face at all stages of life. - Rett Dean, CFP®, EA
Fee-Only financial planner located in Flower Mound, TX, serving clients locally and across the country
Rett is a Flower Mound, TX fee-only financial planner. Riverchase Wealth Management, LLC provides comprehensive wealth management, financial planning and investment management to help individuals, families and entrepreneurs organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rett is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Rett Dean, a CERTIFIED FINANCIAL PLANNER™ professional, is a Co-Founder and Principal of Riverchase Wealth Management, LLC in Flower Mound, Texas. Rett has spent over 20 years as a financial planner working with clients to enable them to reach the goals that are most important to them. Since Rett was young, good financial stewardship was something that was ingrained in him. His parents spent time explaining the value of a dollar and how powerful even a basic understanding of money can be. Rett’s desire is to ensure that the individuals and families he gets to work with, reach that same level of confidence by having someone there to be their guide.
Prior to founding Riverchase, Rett’s role over the years has ranged from training and coaching tax professionals to better understand financial planning concepts, to serving clients and their needs directly. All of this experience allowed Rett to work with, and be mentored by, several financial planners who were ultimately named to Worth Magazine’s Top Financial Advisors in America.
Rett earned his Bachelor of Business Administration degree in Finance from Texas A&M University. Rett is also an Enrolled Agent, enabling him to represent clients before the Internal Revenue Service. He is a member of the National Association of Personal Financial Advisors (NAPFA), the largest association of Fee-Only financial planners. He is also a member of the Financial Planning Association (FPA) and the National Association of Tax Preparers (NATP).
Rett and his family reside in Highland Village, Texas. Rett enjoys spending time with his wife Lisa and their two dogs. A dedicated Aggie and avid traveler, he does his best to stay engaged with his local alumni association and enjoys opportunities to see all corners of the world and the adventures they provide.
Rett Dean is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are a fee-only financial planning and investment management firm that works with individuals and families to improve their long-term financial success through independent, objective financial advice. The customized advice we provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
Some of the common questions clients ask us to address are:
- Am I saving enough to reach my retirement goals?
- Are my investments properly allocated and diversified?
- Is my family properly protected in the event of a disability or death?
- How much should I be saving for my children's college education?
- How much income will the retirement assets I have accumulated provide me?
- What will happen to my estate in the event of my death?
- In what ways can I contribute to the charitable organizations I care about?
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Albert Dean is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Albert Dean is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Albert Dean is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Albert Dean is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Riverchase Wealth Management, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Albert Dean is a Member and Past Chair of the Board of the Financial Planning Association of Dallas Fort Worth
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Riverchase Wealth Management is a Member of the Flower Mound Chamber of Commerce
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Albert Dean is Quoted on TheStreet.com: "How to Declare Your Financial Independence"
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Albert Dean is Quoted on Yahoo Finance: "When Should I Dip Into My Emergency Fund?"
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Albert Dean is Quoted on Tampa Bay Times: "When parents need support"
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Albert Dean is Quoted in InvestmentNews: "Advisers marry wedding day dreams and financial guidance"
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Albert Dean is Quoted on Intuit Turbo Tax: "How to Spend, Save, or Stretch Your Tax Refund"
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Albert Dean is Quoted in ThinkAdvisor: "What Advisors Are Telling Panicky Clients About Market Volatility: Roundup"
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Albert Dean is Featured as the 2014 Ambassador of the Year in The Cross Timbers Gazette
Contact Rett Dean
Office Locations:
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3419 Cross Timbers Rd
Suite 105
Flower Mound, TX 75028
