Retirement Planning Designed
Around Your Life
Personalized retirement planning designed to help you better understand your options, protect what you’ve built, and move toward retirement with greater clarity.
Stacie DeBerry
your retirement specialist
about
Stacie DeBerry
For more than 13 years, Stacie has helped individuals and families prepare for retirement by focusing on what matters most, protecting what they’ve worked hard to build and helping them feel more confident about the future.
She believes retirement planning starts with listening. Every family has different goals, different concerns, and a different vision for retirement, which is why every conversation begins by understanding what matters most to you.
Before entering the financial services industry, Stacie spent ten years as a stay-at-home mom raising her two children. That season of life shaped her appreciation for planning ahead, protecting family, and creating long-term financial stability values that continue to guide how she serves every client today.
Originally from Southern California and a UCLA graduate, Stacie now lives in Portland, Oregon. When she’s not working with clients, she enjoys traveling, football, spending time with her children, and helping educate others about retirement planning and financial wellness.
Retirement Planning Is Personal. Your Advisor Should Be Too.
Choosing someone to help guide your retirement isn’t just about credentials, it’s about finding someone who takes the time to understand what matters most to you.
For more than 13 years, Stacie has helped individuals and families prepare for retirement through education, thoughtful conversations, and personalized guidance. Her goal is simple: to help you feel informed, confident, and supported as you make some of life’s biggest financial decisions.
Because retirement planning isn’t just about your money, it’s about the life you’ve worked hard to build.
When you work with Stacie, you can expect:
A relationship built on trust, not pressure
Someone who takes time to understand your goals before discussing solutions
Clear, easy-to-understand conversations without financial jargon
Ongoing support as your needs evolve
Access to the experience and resources of the entire 300 Financial Group team
THE 300FG DIFFERENCE
Personal Guidance. Powerful Support.
When you work with Stacie, you’re not working with one advisor in isolation, you’re backed by the experience and resources of the entire 300 Financial Group team.
When you work with Stacie, you’re not working with one advisor in isolation, you’re backed by the experience and resources of the entire 300 Financial Group team.
She also works alongside Deana Jackson, Founder & CEO of 300 Financial Group and a fiduciary advisor, whose leadership and holistic planning philosophy help support the firm’s commitment to serving clients with education, collaboration, and long-term relationships.
Because Your Future Deserves More Than One Perspective.
Helping You Prepare for Retirement With Greater Confidence.
Stacie works with individuals and families who are looking for guidance around:
When additional planning opportunities arise, she can coordinate with the broader 300 Financial Group team to help ensure you’re connected with the appropriate resources.
WHAT TO EXPECT
Your Retirement Analysis
Your first conversation is simply about understanding where you are today and where you want to go. Together, you’ll discuss:
Current retirement savings
Income needs
Questions or concerns
Opportunities that may deserve a closer look
If additional planning strategies may benefit you, Stacie can introduce you to the appropriate specialists within the 300 Financial Group team.
No pressure. Just education and thoughtful conversation.
Every financial situation is different.
That’s why we begin with a personalized conversation designed to better understand: where you are today, what concerns you may have, and what goals you want your plan to support.
Stacie DeBerry