Dietz Financial and Insurance Services

Jeff’s primary focus is in creating a secure, stress-free, and tax-free retirement for his clients. He’s 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 his clients’ hard-earned money. As a Retirement Income Certified Professional, Jeff works with his clients to not only build their retirement nest egg but to also to maximize their spendable income in retirement, through tax minimization and much higher 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.