Jeff Dietz Professional Credential2021-04-01T21:04:31+00:00

Jeff Dietz Professional Credential

As a Retirement Income Certified Professional, Jeff works with his clients to build their retirement nest egg and create an optimal strategy to manage the often-mismanaged distribution phase.  The goal is to maximize spendable income through tax minimization and enhanced safe withdrawal rates so that one’s assets provide for their desired lifestyle for their entire life without fear of running out of money.  Conventional financial advice is geared almost exclusively towards the accumulation of assets, which is, of course, very important. Still, there’s very little emphasis on how to manage those resources in retirement such that taxes are minimized. People can sleep well at night without worrying about each and every stock market gyration so they can live a fulfilling retirement without running out of money before they run out of life.  Jeff helps his clients both accumulate their wealth and then use it optimally when they need it.

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(804) 608-9775