Prudent Financial Services: Expert Financial Advisor for Wealth Management

Investor Advice

Smart financial advice for the discerning investor.

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Legacy Planning

Preserve a legacy that will last.

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Financial Strategies

Effective solutions for every stage of life.

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Confident Financial Strategies

Prudent Financial Services believe that each person deserves a custom financial plan.

Who We Serve

Prudent Financial Services assists clients that are about to retire or have already retired. W. Dean Burdette works with you to highlight the opportunities that help you improve your goals and situation.

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What We Do

Five pillars of sound financial plans include Income, Investments, Healthcare, Taxes, and Legacy Planning.

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Why We Do It

At Prudent Financial Services, we can build a custom plan that is focused on your specific needs and provide flexibility for those unexpected life events. We want the best for you, for your goals and situation.

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W. Dean Burdette

Founder & Investment Advisor Representative

Everyone’s economic and life situation is unique, and I keep that in mind when providing confident financial strategies. I believe that the investment industry has purposely been confusing and misleading for anyone that has not...

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a high level of customer service.

Tailored, Experienced, Educated

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Learning Center

Prudent Financial Services believes that an educated client is an empowered one.

Rightsizing for Retirement

What does your home really cost?

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Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.