Deerfield Financial Advisors, Inc.

07/30/2025

Medical professionals are highly skilled in their work but often find financial decisions time-consuming and complex.

One of our latest blogs highlights three stories from healthcare families who were navigating major transitions, managing family responsibilities, and aligning their finances with what matters most.

It’s a reminder that financial planning isn’t one-size-fits-all and that thoughtful guidance can help bring things into focus.

📖 Read the full blog post:

Explore 3 case studies of financial planning for medical professionals from Susie Steel, a wealth manager with Deerfield Financial Advisors in Indianapolis, IN.

07/29/2025

A meaningful financial life doesn’t happen by accident.

It takes thoughtful planning, intentional choices, and a strategy that reflects more than just numbers on a page. That’s what the Wealthwhile journey is all about…helping you align your resources with your values, your goals, and your life.

Wherever you are in your journey, we’re here to walk alongside you.

07/24/2025

When does helping your adult kids financially start to hurt more than it helps? Explore how to balance love, boundaries, and your own financial future—and why stepping back might be the greatest gift you give them.

Susie Steel is a fee-only Wealth Manager in Indianapolis, IN, working with successful families on their multi-generational finances, including adult financial support.

07/23/2025

After the sudden loss of loved ones, Shea and her husband realized the importance of having a plan in place for their children’s future.

They reached out to Matt Roop at Deerfield. Not just for financial advice, but for guidance that took their whole family into account. From the very first meeting, Matt focused on their long-term goals, helping them build a plan that fit their needs and timeline.

Today, they feel supported in their decisions and grateful for a partnership built on trust and care.

Read more client stories: https://deerfieldfa.com/client-stories/

07/21/2025

Eli Lilly employees, your benefits package is full of opportunities, but also full of deadlines.

From equity compensation to retirement contributions, staying ahead takes a clear plan.

Our 2025 Financial Calendar lays out key dates and decisions to help you stay organized and in control.

📅 Download your copy here: https://deerfieldfa.com/eli-lilly-2025-employee-financial-calendar/

2025 Eli Lilly Financial Calendar: Monthly tips for tax planning, benefits, & equity compensation. Optimize financial goals with expert guidance.

07/16/2025

Selling a business or major asset is a significant financial milestone.

With the right pre-sale strategies, you can potentially reduce tax exposure, protect your wealth, and position yourself for what comes next.

We help clients plan ahead so their success continues to support what matters most, now and in the future.

07/14/2025

Behind every portfolio is a personal story.

From navigating career transitions to planning meaningful retirements, we’re proud to walk alongside our clients through life’s biggest milestones.

Discover how real people are shaping their futures with guidance from the Deerfield team:
📖 https://deerfieldfa.com/client-stories/

07/10/2025

When it comes to managing significant wealth, the right financial habits make all the difference. In this article, we share three key lessons that help shape financial decisions, from structuring wealth with intention to making spending and saving more meaningful.

Read this article to learn the three financial lessons that could change your life. Susie Steel is a Wealth Manager at Deerfield in Indianapolis, IN.

07/09/2025

So much has changed since Deerfield began with just one advisor, but our purpose hasn’t.

For 40 years, we’ve helped clients discover what truly matters and build financial plans to support it.

Thank you for being part of the journey. Here’s to the next chapter.

07/07/2025

Where you hold your investments can be just as important as what you invest in.

For high earners and retirees, using the right mix of taxable, tax-deferred, and tax-free accounts can help reduce tax drag and enhance long-term growth.

We guide clients through smart asset location strategies to help make every dollar work more efficiently.

07/04/2025

Happy 4th of July!

Today we celebrate the freedoms we enjoy and reflect on what independence means in our own lives—personally, professionally, and financially.

Wishing you a safe and meaningful holiday.

07/02/2025

What does wealth mean to you?

For some, it’s time with family. For others, it’s giving back, traveling freely, or stepping away from a business on their terms. At Deerfield, we believe real wealth is about using your resources to live with purpose.