541.206.8406 Deevers & Sons | Growing Wealth Over time

 

ABOUT US

Rodger Deevers
Series 6, 63, 65, and 26
Investment Adviser Representative

Office: 541.206.8406

Deevers & Sons. We have been in Eugene, Oregon for over 30 years. Since inception we have focused on Growing Wealth Over Time for clients. Our father, who founded Deevers & Sons was committed to creating a legacy for his family and chose to dedicate his life to helping clients.

My brother Gary and I were fortunate to join our father in the Deevers & Sons business. There are many good things that run deep in the Deevers family like humor, honor, loyalty, but nothing quite as deep as service. Being of service to others is as much a part of life as breathing, eating, sleeping and Oregon Duck football. After my father served in the US Navy, he built a business serving his community and beloved clients.

After my honorable discharge from the Air Force, I became securities licensed and was fortunate enough to work side-by-side with him until his death in 2008, when my brother, and I picked up the mantle and took on the challenge of carrying forward a legacy of service. I have a wonderful wife, Lisa, and three children, Mack, Joshua, and Noah. Both Joshua and Noah are Autistic and much of my time away from my work responsibilities is spent on Board of Directors duties of Joshua’s independent living company, or volunteering and coaching Special Olympics activities with my son Noah.

 

For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com.

How do we help our clients grow wealth over time?

We plan with purpose. We believe your strategy should be determined by your goals. Our process is focused on getting to the heart of your objectives first, so that we can offer a financial strategy that aligns with- and supports- your vision.

Phase 1: Relationship Building

Relationships are everything at Deevers & Sons. Our commitment is to get to know you and understand your goals and circumstances, so that we can make comprehensive financial recommendations.

Phase 2: Information & Data Gathering

After getting to know you, our focus turns to your current financial circumstances. With your assistance, we will endeavor to create a complete picture of your finances.

Phase 3: Analyze & Evaluate

Once we understand where you want to be in the future and have an understanding of what your financial situation looks like today, we will develop a plan to guide you toward your financial future.

Phase 4: Presentation of Your Plan

In this phase, we will present you with the recommendations and scenarios we have identified for you. We will also educate you on the benefits and drawbacks of each. We believe an informed investor is an empowered investor.

Phase 5: Implementation of Your Plan

This is “go” time when we work together to put your plan into action. We will keep you informed and updated on progress.

Phase 6: Staying on Track Plan

Circumstances can and will change for clients. If you think it might be time to make changes, we can revisit your objectives to help keep you on track.

Our Approach to Investment Selection

Focused on Your Lifecycle Needs

At Deevers & Sons, we work with you to determine the method of investing most appropriate to meet your goals based on your unique circumstances and personal objectives. We have the tools to assist you throughout each stage of your “investing lifecycle.”

At Deevers & Sons, we choose from carefully selected solutions to help you meet the needs of your investment plan as you move through the investing lifecycle.

By working with your advisor, you will be able to identify the investment options that most align with your personal goals, time horizon, risk tolerance, and investing preferences. You can always adjust your investment plan and to accommodate changing needs.

Professional Asset Management

At Deevers & Sons, we offer professionally managed investment strategies through managed accounts. Primerica Advisors has chosen asset managers based on their demonstrated ability to develop and manage investments that can assist clients in meeting their accumulation, preservation, and distribution goals.

Primerica identifies professional asset managers based on:

  • Organizational structure and credentials of the people focused on managing the assets
  • Manager’s defined philosophy and process
  • Manager’s ability to deliver repeatable, consistent performance

Asset Allocation and
Investment Model Offerings

At Deevers & Sons, we believe a well-designed and executed asset allocation is a key component to helping you achieve your long-term goals.

Asset Allocation can be beneficial in achieving the appropriate balance or risk and return. It is important to ensure that your assets are spread across different asset classes, sectors, and different market themes.

Your advisor will work with you to determine which investment options are appropriate to be part of your asset allocation. Your allocation may differ depending your need for growth, income generation, preservation, or income distribution

Simplicity

At Deevers & Sons, we believe that simplicity and ease of review of assets is important in helping you track your progress.

We make it simple for you to monitor, manage and make changes to your account when necessary.

Performance reports provide clear and
concise information about your investments. These reports give you and your Primerica advisor the opportunity to review your account holdings and determine whether your investments continue to reflect your needs.

Certain Investments Adviser Representatives with Primerica Advisors may offer financial planning services through Advicent’s Naviplan.  Any information provided by Advicent’s Naviplan is for informational and illustrative purposes only, and in no way should be construed as a specific product recommendation or endorsement by Primerica, Inc. or any of its affiliates or subsidiaries, including PFS Investments Inc.  Advicent and Primerica are not affiliated companies.

Commitment to Service and Adding Value

Gary Deevers
Series 6, 63, 65, and 26
Investment Adviser Representative

Office: 541-206-8406

I can remember when I began helping my father around the office back in 1992 while I was still in high school. The more I was able to be around him in this business his passion for people became more evident, Since his passing it has been my pleasure to lead our service initiative for clients.

We pride ourselves on providing exemplary customer service and are committed to being available to assist you whenever the need arises.

When you work with Deevers & Sons, you can be assured of having a relationship that is providing you value. We commit to:

  • Helping you simplify the complexities of retirement planning.
  • Offering a holistic approach during your investment lifecycle.
  • Helping you articulate and, define your financial goals.
  • Earning your trust through transparency and straightforward communication.
  • Offering a variety of investment services including financial planning and, retirement income planning with strategies that align with your preferences (such as risk management) and your values ( with ESG and SRI strategies). 

For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com.

BEST IN CLASS INVESTMENT SOLUTIONS OFFERED THROUGH PFS INVESTMENTS INC.

Mutual Funds

  • American Century Investments
  • American Funds
  • Fidelity Advisors
  • Franklin Templeton Investments
  • Invesco
  • MFS
  • Putnam

Annuities

  • AIG
  • Brighthouse Financial
  • Equitable
  • Lincoln Financial

529 Plans

  • American Funds
  • Fidelity Investments
  • Franklin Templeton Investments
  • Scholar’s Choice

 

401(k) Plans

  • American Funds
  • CUNA
  • Equitable
  • Fidelity Advisors
  • Voya
  • July Services Managed Account 401k Launch and Liberty
  • July Services Cash Balance Plans
  • ADP
  • PayChex

Managed Accounts: Primerica Advisors Lifetime Investment Platform

Focused on Client’s Lifecycle Needs: The Primerica Advisors Lifetime Investment Platform is designed to enable advisors to assist their clients in achieving goals throughout the client’s investable lifecycle. Advisors can assist clients through the accumulation, preservation and income distribution phases of their lives.

Access to Professional Asset Managers: The platform provides access to professional asset managers who have well-established track records in asset allocation and security selection, including exchange traded funds, mutual funds and individual stocks and bonds. Each asset manager was selected based on their people, philosophy, process and performance.

LIFETIME INVESTMENT PLATFORM

EQUITY OFFERINGS AND ASSET ALLOCATION MODELS

TAXABLE FIXED INCOME OFFERINGS

TAX MANAGED OFFERINGS

The below descriptions are the types of Tax-Managed Offerings Available. These offerings are available for Non-Qualified Account Registrations.

Tax-Exempt These strategies are focused on generating tax-exempt income through direct ownership of municipal bonds, or through ownership of Exchanged Traded Funds that hold municipal bonds.
Tax Aware These strategies invest in mutual funds that seek to reduce capital gains tax exposure by limiting turnover of equity securities and reduce income taxes through municipal bond holdings.
Tax Loss Harvesting Managers will actively monitor gains and losses associated with individual stocks and will harvest losses (sell) to offset gains and limit capital gains taxes.

The individuals identified as Deevers & Sons are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.

A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.

The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.

Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.