Four photos scattered on a tabletop, featuring scenes of a wedding day, a family, a newly purchased home, and a retired couple relaxing on a beach.

Life Planning

Looking at your whole picture,

not just a financial product.

Saving for your long-term goals can be overwhelming and mind-boggling. You may have a vague idea of what you’re saving for – retirement or paying for college, for example – but how much do you need to save in total? What's the best way to build your nest egg, and how long will it take?

And then there's the question of Life and Disability Insurance. Should you get it? What's the best plan for you, and who will benefit from the insurance once you get it?

You may feel like you have so many questions about investing and wealth management that you can’t even formulate them all – and that’s okay! Dieterich Investment Center is here to be your local financial partner for all your life planning needs, so you don’t have to tackle all these questions alone. 

Through our partnership with Commonwealth Financial Network®, you have easy access to a CERTIFIED FINANCIAL PLANNER™ professional at a bank you already trust to prioritize your needs above all else. You’ll work with an experienced professional who really gets to know you personally and understand your wants and needs for your future. 

Together, we'll help you meet your financial goals and make investment decisions you can be confident in. We can even help with estate planning – just ask!

Whether you’re just getting started or you want to make changes to your existing investments and insurance policies, talk to us today about our Life Planning and Wealth Management services. We'll help you get a solid grasp of your entire financial picture. Some of the options we offer include:

  • Retirement Planning
  • College Education
  • Savings Plans
  • Life & Disability Insurance
  • Long Term Care Insurance
  • And many more

Your long-term financial goals require the best long-term savings options. We'll work with you to devise the right investment strategy for you, whether you're building college savings, ensuring you'll have retirement income or just trying to grow your wealth. We'll help you understand the terms that get tossed around during wealth management discussions, such as growth investing, mutual funds, and risk tolerance.

It’s never too early or too late to start planning with the help of a wealth advisor. Take advantage of our partnership with Commonwealth Financial Network® today! Utilize the links below to get around and learn more.

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Chad Sutton of Dieterich Investment Centers offers securities and advisory services through Commonwealth Financial Network®, member, a Registered Investment Adviser. Not FDIC Insured, Not Bank Guaranteed, May Lose Value. Dieterich Bank is not a registered broker-dealer or Registered Investment Adviser. Dieterich Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered through CES Insurance Agency.
This communication is strictly intended for individuals residing in the states of IL, WI, FL, IN, KS, TN, AZ, CO. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Dieterich Investment Centers, 510 W Fayette Ave, Effingham, IL 62401, (217) 582-4343.