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Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy". Peace of mind that comes with retirement income that's guaranteed to last as long as you do! |
About Dietz Financial and Insurance Services
Jeff Dietz is a Retirement Income Certified Professional and specializes in
Jeff enjoys helping his clients achieve a better financial future for themselves and their families, minimize their taxes, protect their future income, and create a lasting legacy.
Jeff is the proud father of two fantastic sons and his favorite activity is simply spending time with them and being a part of their adventures. Jeff is a very active member of Woodlake United Methodist Church and its Men’s Ministry in particular. Jeff is a graduate of Virginia Tech (B.S., Chemical Engineering) and The University of Virginia (M.Eng., Systems Engineering). He holds the Retirement Income Certified Professional (RICP) designation from The American College of Financial Services.
- Retirement income maximization - achieving higher distribution rates than the outdated (and overly optimistic) "4% rule"
- Creating tax exempt retirement income streams - maximizing spendable income by minimizing or even eliminating federal income taxes in retirement
- Income that you can't outlive - sleep with peace of mind knowing that you won't run out of money before you run out of life
- Pension maximization - making the most out of your pensions and not leaving tens or even hundreds of thousands of dollars on the table. Human Resources won't tell you about this because they don't know about this!
- College funding - there are powerful alternatives to the typical (and volatile) 529 plan
- Income loss replacement - protecting yourself and your loved ones from the tragic, whether that's sickness, injury or death, through the use of disability and life insurance.
Jeff enjoys helping his clients achieve a better financial future for themselves and their families, minimize their taxes, protect their future income, and create a lasting legacy.
Jeff is the proud father of two fantastic sons and his favorite activity is simply spending time with them and being a part of their adventures. Jeff is a very active member of Woodlake United Methodist Church and its Men’s Ministry in particular. Jeff is a graduate of Virginia Tech (B.S., Chemical Engineering) and The University of Virginia (M.Eng., Systems Engineering). He holds the Retirement Income Certified Professional (RICP) designation from The American College of Financial Services.
Our Services
What We Do For Our Clients
