Do you struggle to plan for or manage the complexity in your personal finances or in your family owned business?I solve this.I help you determine your specific goals and dreams and then assist you in developing a plan to achieve those financial objectives. We make specific recommendations and work with you to see these action items are completed. For larger estates, we can also relieve you of the burden of managing and administrating your finances.Do any of these sound familiar….► You struggle to understand whether you have enough resources to meet your future goals► You spend time worrying that a market decline could upset your plans► You pay too much in taxes and are looking for new ideas► You worry how you will transition your business to future generations, key employees or an outside buyer► You struggle with the burden of managing a complex estate and need help coordinating and overseeing your many assets or advisorsMy name is Jeff Diercks and I help affluent families and family-owned businesses plan for and reach their financial goals & objectives through a consistent, objective process that yields tremendous peace of mind.I help affluent clients reduce income taxes, maximize their assets over multiple generations, decrease portfolio volatility and increase returns over complete market cycles.Do you want to?► Have a plan for your financial goals and objectives► Receive more guaranteed income for life► Reduce the likelihood of damaging market moves► Reduce your income taxes► Plan for the transition of your assets or business► Simplify your financial life► Maximize your estate across generationsIf you answered “yes” to any of these, here is an easy way to get started:Our Free Second Opinion! Sign up at http://www.intrustadvisors.com/second-opinion-sign-up.html
Listed skills include Investments, Investment Advisory, Financial Planning, Retirement Planning, and 30 others.