We are here to help you with all of your Financial Planning goals.
Chad B. Sutton, CFP® AIF®
CERTIFIED FINANCIAL PLANNER™
I am a CERTIFIED FINANCIAL PLANNER™ professional and an ACCREDITED INVESTMENT FIDICUARY Designee. With over 10 years of experience in the field, I specialize in retirement income, estate protection, and trust and foundation maximization. In addition, I provide financial guidance to small businesses that includes Retirement Plan creation and succession planning.
My wife and I are blessed with our daughter, Claire. We are a very active family, who love to spend time outdoors. All three of us enjoy running and have participated in our fair share of marathons and races.
Now that you know a little about me, I’d like to get to know you. When you’re ready to start talking about your or your business’s financial future, give the Dieterich Investment Centers a call or send an email and we’ll get an appointment set up. Together, we can help achieve your financial planning goals.
Important Consumer Information
Chad Sutton of Dieterich Investment Centers offers securities and advisory services through Commonwealth Financial Network®, member www.FINRA.org/www.SIPC.org, 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.