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Helping You Retire With Greater Clarity & Confidence

At 300FG, we take a holistic approach to retirement planning, helping you align your investments, taxes, insurance, estate planning, and long-term goals into one coordinated strategy.

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Step 1: Schedule Your Consultation

Choose a time to meet with a member of the 300FG team.

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Step 2: Complete Your Retirement Analysis

We’ll review your current financial picture, goals, priorities, and concerns.

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Step 3: Explore Your Options

You’ll receive personalized insights and planning considerations tailored to your situation.
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Step 4: Decide If Partnership Makes Sense

If it feels like the right fit, we’ll discuss next steps and what ongoing planning support could look like for you.

ABOUT OUR FOUNDER

Meet Deana Jackson

In 2008, I was working long shifts as an ICU nurse at UCLA—often during complex liver transplants. Helping others was deeply meaningful, but I started to wonder: Was there a way to take care of others while also taking care of my own future?

One conversation with a financial advisor changed everything. I didn’t know anything about the industry only that I was craving more freedom, security, and the ability to build something lasting.

It was a big leap to leave nursing, but in just a few months, I began a new chapter as an independent financial advisor.

Since then, I’ve spent over a decade helping people protect what they’ve worked so hard for. I’ve trained new advisors, earned industry recognition, and most importantly, helped hundreds of families create a plan they feel good about.

My great-grandparents came to this country with nothing but a belief: that you could build a better life through hard work, service, and faith. That same belief still drives me today.

Whether you’re five years from retirement or already stepping into your next chapter, my mission is simple: To help you stop worrying about your money and start living with confidence and clarity.

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Frequently Asked Questions

What makes 300FG different from other financial firms?
At 300FG, we take a holistic approach to retirement planning. Instead of focusing on just one area of your finances, we help you look at how your investments, taxes, insurance, estate considerations, and retirement goals work together as part of a larger strategy.

Our goal is to help you make informed decisions through personalized guidance and a fiduciary-centered approach.

What does “holistic retirement planning” mean?

Holistic retirement planning means evaluating multiple areas of your financial life together rather than in isolation.

This may include:

  • retirement income planning
  • investment strategies
  • tax considerations
  • insurance protection
  • estate planning coordination
  • long-term financial goals

By looking at the full picture, we can help identify opportunities, gaps, and areas for greater alignment.

Who do you typically work with?
We primarily work with professionals, business owners, pre-retirees, retirees, and families who want a more coordinated approach to financial planning and retirement strategy.

Many of our clients are looking for greater clarity around retirement income, taxes, long-term planning, and protecting what they’ve worked hard to build.

What happens during the Retirement Analysis?

Your Retirement Analysis is designed to help us better understand your current financial picture, goals, priorities, and concerns.

During this process, we may review:

  • current retirement accounts
  • investment strategies
  • tax considerations
  • insurance coverage
  • estate planning considerations
  • income needs and retirement goals

This conversation helps us identify areas where additional planning or coordination may be beneficial.

Is there a cost for the initial consultation?
Your initial consultation is a no-obligation conversation designed to determine whether our planning approach may be a fit for your needs.

If ongoing services are recommended, all fees and engagement details will be discussed clearly before any decisions are made.

Do you only help with investments?
No. While investment planning is one aspect of what we do, our approach also includes retirement planning, tax-aware strategies, insurance planning, and estate planning coordination.

We believe financial decisions are often interconnected and should be evaluated together whenever possible.

Are you a fiduciary?
Yes. As a fiduciary, Deana is committed to acting in the best interests of clients when providing advisory services. We have a team of specialists behind her as well to makes sure you get the best support.
Do I need to be close to retirement to work with you?
Not necessarily. While many clients are preparing for or transitioning into retirement, we also work with individuals and families who want to build a more intentional long-term financial strategy before retirement approaches.
Will I receive personalized recommendations?
Any recommendations are based on your individual financial situation, goals, priorities, and risk considerations. Because every client is unique, strategies are personalized rather than one-size-fits-all.
How do I get started?
The first step is scheduling a Retirement Analysis with a member of the 300FG team.

From there, we’ll learn more about your goals, review your current financial picture, and discuss whether our planning approach aligns with your needs.