Denton & Associates

Denton & Associates CERTIFIED FINANCIAL PLANNER™ serving the greater Shenandoah Valley for more than 20 years. Invest in your tomorrow, today!

Let us be your guide for retirement planning, financial planning and navigating the Health Insurance Marketplace.

🕰️ Halfway Through 2025—Is Your Portfolio Keeping Pace?The market’s been a rollercoaster, and your investments might be ...
07/18/2025

🕰️ Halfway Through 2025—Is Your Portfolio Keeping Pace?
The market’s been a rollercoaster, and your investments might be feeling the strain. A mid-year portfolio review isn’t just smart—it’s essential. Whether you're nearing retirement or building long-term wealth, now’s the time to reassess your risk tolerance, cash flow needs, and tax strategies.
🔍 This article from the CFP® Board offers timely insights to help you optimize your investments and stay aligned with your financial goals:
👉 Mid-Year Portfolio Review: Optimizing Your Investments

It’s easy to select aggressive answers on a risk questionnaire or choose investments with the highest past returns. However, living through the volatility required to earn those stock market returns is another story.

💡Financial Freedom, Reimagined: Guiding the Next Generation with Clarity & Confidence
07/09/2025

💡Financial Freedom, Reimagined: Guiding the Next Generation with Clarity & Confidence

For many in younger generations, financial independence can feel more like a distant dream than an achievable goal. With the rising cost of living, student loan debt and ongoing economic uncertainty, it’s easy to feel discouraged.

Thinking about a career change? 🚀 This article shares smart financial tips to help you make the leap with confidence. Fr...
07/01/2025

Thinking about a career change? 🚀 This article shares smart financial tips to help you make the leap with confidence. From budgeting to planning, get ready to chase your dream job! 💼 Check it out! 🔗

Planning a career change? Learn key financial tips from CFP® Felicia Wong to budget wisely, manage benefits, and prepare for a smooth transition

💡 Recession-proof your retirement! A downturn may be inevitable according to a few, but your financial security doesn’t ...
06/11/2025

💡 Recession-proof your retirement! A downturn may be inevitable according to a few, but your financial security doesn’t have to be. Smart savings, strategic investing, and debt management can safeguard your future. Learn how to protect your retirement income—before uncertainty strikes!

Work with a CFP® professional to build your savings, pay off debt and optimize your finances to recession-proof your retirement income plan.

Debt doesn’t have to control your life—practical strategies and consistent habits can make all the difference. Check out...
04/18/2025

Debt doesn’t have to control your life—practical strategies and consistent habits can make all the difference. Check out these straightforward approaches for managing debt and reducing financial stress.



Tackle debt with confidence. Discover practical, stress-reducing tips from a CFP® professional to create a clear, debt-free financial path.

Thinking about saving for your child's education? This article breaks down smart 529 plan strategies to help you grow yo...
04/11/2025

Thinking about saving for your child's education? This article breaks down smart 529 plan strategies to help you grow your savings and stay on track for future college costs. 💸🎓



Learn how to maximize your 529 plan for college savings. Discover state tax benefits, flexibility with beneficiaries, tax-free growth, and even how to transfer unused funds to a Roth IRA. Expert tips for smarter education funding.

Looking to maximize your retirement savings? Check out these tips from the CFP board—plus, we're here to help guide your...
04/04/2025

Looking to maximize your retirement savings? Check out these tips from the CFP board—plus, we're here to help guide your planning every step of the way.



We all want to know if we’re behind or on track for retirement. As we reach our 40s, retirement feels much closer than it did in our 20s and 30s. So how can you tell if you’re on track — or falling behind — on this wily goal?

🌱 Spring is the perfect time to refresh your financial habits! Let us help you clear out old money patterns and create a...
03/27/2025

🌱 Spring is the perfect time to refresh your financial habits! Let us help you clear out old money patterns and create a financial strategy that aligns with your goals.

Discover why breaking old financial habits is harder than it seems and learn practical strategies to reset your money mindset. Spring-clean your finances with actionable tips from CFP® Jasmine Renae Ball.

🇺🇸 Military members face unique financial advantages and responsibilities when deployed. Here are some things to conside...
03/20/2025

🇺🇸 Military members face unique financial advantages and responsibilities when deployed. Here are some things to consider before you leave in order to secure your family's finances.



Deployment is a pivotal time requiring proactive financial preparation for you and your family. Before shipping out for duty, you can take actions to build financial support and stability. Here are some ways to secure your family’s financial future.

Feeling stuck with your finances? Whatever stage you're in, making small adjustments can set you on the right path. Reac...
02/21/2025

Feeling stuck with your finances? Whatever stage you're in, making small adjustments can set you on the right path. Reach out today to take the first step towards your financial goals.



Learn strategies to navigate retirement transitions, sell a business, and leave a lasting legacy. Take control of your financial future today!

Address

4325 Gerrardstown Road/Suite 100
Inwood, WV
25428

Telephone

+12403471485

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