Our Services

At Dieter Financial Services, we provide assistance in the following areas:

Focus on Individuals

Investment Solutions

  • Managed Portfolios
  • Mutual Funds
  • Stocks & Bonds
  • ETF's (Exchange Traded Funds)
  • UIT's (Unit Investment Trusts)
  • Money Management
  • Retirement & Investment Strategies
    • IRAs (Traditional and ROTH)
    • IRA Consolidation and Rollovers
    • 403(b) Retirement Accounts
  • Education Funding Strategies
  • Pension Payout Alternatives / Pension Transfer Rollovers

Risk Management

  • Life & Disability Income Insurance
  • Fixed and Variable Annuities
  • Long-Term Care Insurance
  • Estate Analysis & Conservation Strategies
  • Charitable Giving Strategies

 

Focus on Small Businesses

Retirement Plans

  • 401K / 403b/ 457
  • Defined Benefit / Defined Contribution Plans
  • SEP/Simple
  • Pensions
 

Executive Benefits

  • Profit Sharing
  • Tax Strategies
  • ESOP
  • SERP Plans
  • Deferred Comp & Carve Out

Business Services

  • Owner Exit & Succession Strategies
  • Risk Management
  • Split Dollar / Buy-Sell Agreements
  • Key Person Insurance
  • Employee Education Services

Group & Voluntary Benefits

  • Life and Health Insurance
  • Short & Long Term Disability Insurance
  • Dental & Vision
  • Long-Term Care Insurance
  • Legal Plans

 

Some health insurance products offered by unaffiliated insurers.