Life planning and wealth management photo

Ready to grow your nest egg? When it comes to Life Planning and Wealth Management, turn to Dieterich Investment Centers to help you plan for your future.

 

Whether you're just starting out or saving for your retirement, it’s never too late or too soon to start planning for your long-term goals. From choosing an IRA account to establishing college savings to building an emergency fund and growing your wealth, we can help you form the investment strategy that’s best for you.

At Dieterich Investment Centers, we look at your whole financial picture – because we care about your whole future. And if the many long-term savings options and insurance choices intimidate you, our wealth advisor will walk you through it so you can be confident in your investment decisions. 

When you’re ready to make your financial planning easier, turn to our CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of experience, who can walk you through all your financial goals. Here’s just a sample of how he can help you:

 

Retirement Planning

Retirement may seem far off, but the sooner you start, the more you’ll have when you’re ready to retire – that’s simple math. No matter what your tax bracket, we can help you prepare.

One of the best ways to save for retirement is with an IRA account. Typically, you can choose between two types: a Traditional IRA, where your savings grow tax-deferred, or a Roth account, where you pay taxes upon deposit instead of withdrawal. It’s also possible to convert one account to another – just ask us about starting a Roth IRA conversion!

 

College Education

When saving for higher education, one of your options is a Coverdell Education Savings Account (ESA). In function, it’s similar to an IRA and grows your savings tax-free, but it’s used specifically to cover education expenses for your child or grandchild, including tuition, rooming and books.

We understand how important a good education is, and how rising prices make saving for it even more of a challenge. We firmly believe in helping make higher education possible for all. If you’re worried about future college costs, talk to us and we’ll help you start planning.


Savings Plans

When all you want to do is grow your wealth, we can help! Having a solid foundation of savings as well as a diversified investment portfolio is crucial to living a stress-free life. Our CERTIFIED FINANCIAL PLANNER™ professional can assist you with understanding the many different ways to enrich your portfolio, including growth investing, mutual funds, ETFs and more.

 

Insurance Plans

Expecting for the unexpected is never easy, but we can at least make the financial impact easier. Through our partnership with Commonwealth Financial Network®, we’re proud to offer a variety of insurance products, including Life & Disability Insurance and Long-Term Care Insurance, to help you prepare for situations that hopefully never happen. 

 

And Many More Options

There are many ways to prepare for your future, it’s just a question of how you want to do it. It can be overwhelming at the start, but our CERTIFIED FINANCIAL PLANNER™ professional will work with you to really get to know you and understand your wants and needs. 

When you’re ready to get started on your long-term financial goals, contact Chad B. Sutton today!

 

 

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.

Chad Sutton Photo
Chad B. Sutton, CFP® AIF®
CERTIFIED FINANCIAL PLANNER™

510 W Fayette Ave,
Effingham, IL 62401
Phone/Text: 217-582-4343
Fax: 217-582-4343
Facebook Icon