Many practitioners in the financial services world are individual professionals, capable in their field but constrained by being "a team of one." Our team seeks to provide multiple perspectives, helping determine the best plan for you. Our planning process is included in our standard fee, as is maintenance of the plan to accommodate your changing needs and desires.
We consolidate education, retirement, and legacy planning in a simple and understandable set of financial technology tools for everyone with which we work. Risk management starts with a plan to meet the unique needs of each client. Investments chosen in a vacuum seldom meet needs, and often take unnecessary risks.
We consolidate education, retirement, and legacy planning in a simple and understandable set of financial technology tools for everyone with which we work. Risk management starts with a plan to meet the unique needs of each client. Investments chosen in a vacuum seldom meet needs, and often take unnecessary risks.
Services
For 35 years, Barbara Deitel has helped clients address their financial concerns and develop strategies by focusing on our clients' goals and dreams. Her mission is to provide objective and timely advice with the highest level of professional service. Barbara oversees financial planning for the practice, leveraging her CFP designation with the web-based tools provided to all clients, including eMoney, MoneyGuidePro, and Riskalyze.
With a combined experience of 70+ years, our team members are experienced in helping you create a plan to achieve your unique financial goals. Dunham & Deitel brings passion, perspective, and focus to the table. It's our goal to help provide a comprehensive and enjoyable experience for our clients and their families, communicated to you on an agreed upon schedule and in plain language that you and your family can understand.
Our relationships are built on a foundation of mutual respect, trust, honesty, and commitment. With the help of open and honest communication, we work with our clients to provide comprehensive investment planning. Perspective: We bring different skill sets and points of view to the planning process, helping our clients build tailored financial solutions.
Dunham & Deitel Wealth Management seeks to offer the resources and flexibility to provide you with personalized investment planning to help meet your individual wealth management needs.
Whether you are a retiree looking to preserve wealth and generate income, a pre-retiree looking to build wealth, or a company looking to manage risk or provide employee retirement benefits, we offer services intended to help keep you on track to reach your financial and lifestyle goals.Estate Planning Coordination with your attorney, CPA, professional trustee, and other advisors.
Whether you are a retiree looking to preserve wealth and generate income, a pre-retiree looking to build wealth, or a company looking to manage risk or provide employee retirement benefits, we offer services intended to help keep you on track to reach your financial and lifestyle goals.Estate Planning Coordination with your attorney, CPA, professional trustee, and other advisors.
We work with families who are willing to have an open and honest professional relationship that allows us to help provide the most effective service possible. But honest communication in both directions is key. This is why we're committed to treating our clients with respect, openness, and honesty every step of the way.
Reviews (1)
Charles Caudle
Aug 02, 2017
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