- Dietz Financial Services
My primary focus is in creating a secure, stress-free, and tax-free retirement for my clients. I’m on a professional mission to help as many individuals as possible remove the needless risks of Wall Street we’ve all been told that we must endure to have a successful retirement and to keep the sticky and greedy fingers of the IRS off of my clients’ hard-earned money, both while they’re working and – even more importantly – during their retirement years.
As the host of Safe Money Radio and a Retirement Income Certified Professional, I work collaboratively with my clients to not only build their retirement nest egg but to also create an optimal strategy to manage the often-mismanaged distribution phase. The goal is to maximize spendable income, through tax minimization and significantly greater — yet safe — distribution rates, so that one’s assets provide for their desired lifestyle for their entire life without the fear of running out of money. Conventional financial advice is geared almost exclusively towards the accumulation of assets, which is of course very important, but 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, and they can live a fulfilling retirement without running out of money. I help my clients both accumulate their wealth and then use it optimally when they need it.
I earned a bachelor’s degree from Virginia Tech in Chemical Engineering and a master’s degree from The University of Virginia in Systems Engineering, where I concentrated in financial engineering. I am the proud father to my two outstanding sons and I am a very active member of Woodlake United Methodist Church.
LICENSES & ACCREDITATIONS
- Retirement Income Certified Professional
- Life & Health Licensed
- Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
- Tax-Free Retirement Strategies
- Planning for Guaranteed Lifetime Income in Retirement
- Social Security Maximization
- Long-Term Care Planning