Making a positive impact on the lives and future generations of our clients and their families

We believe that all we have has been entrusted to us. We are not only responsible for how we use our resources, but what our lives say as a reflection of our actions. Therefore, a vital part of the legacy we leave should include implementing and passing on principles of good stewardship.
About Us

The Road to Prosperity Starts Here

Whether you are a small business owner, part of a large family, or just someone who cares about making smart decisions with their finances, Pay It Forward Financial LLC. is a tremendous resource.
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What we do

Estate
Planning

Estate Planning is the single best way to distribute your assets while making sure you reflect your family’s wishes and values.

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Individual Insurance

No proprietary products means we always put our clients needs first. Each situation is unique and we will find the best companies that serve a particular market.

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Succession Planning

We review your personal and business assets, making sure they reflect the wants, needs, and wishes of you and your family.

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Specialty Alliances

We are constantly building relationships with other financial professionals who hold the same level of integrity, expertise, and service commitment that we do.

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What our clients have to say

"Dean has been a trusted counselor and friend, always guiding me with integrity. He never pushes products—just smart, strategic advice. I’ve recommended him to family and do so wholeheartedly."
Richard Raap
"As Dean's client for over 20 years, I'm impressed by his expertise and unwavering client-first approach. He truly prioritizes long-term relationships and delivers outstanding service. I highly recommend him."
Jack Romeo
"Dean always does what’s best for his clients—that’s why he sleeps well at night. His ethics and client-first approach make it a privilege to work with him."
Ronald Cohen

Peace of Mind

Get in touch and start making smart decisions for today and your future.

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The Road to Prosperity Starts Here