It’s rare to meet a family that has its financial life in order, and that can lead to sleepless nights.
- Are your financial plans disorganized and incomplete?
- Are you satisfied with your investments and their performance?
- Is your current financial plan piecemeal and lacking focus?
- Who is managing the details, ensuring that your plan is being implemented according to your goals?
Acting as your Family CFO, the Diederich Poling Team will work closely with you to create a long-term, holistic plan that addresses every aspect of your financial life. Investments are key, but our expertise in other essential matters including tax planning, estate planning, retirement planning and risk management will provide your family peace of mind in knowing you have all your financial bases covered—and that we are focused on the details so that you are free to live the life you have worked so hard to enjoy.
In addition to serving as Family CFOs, our team applies its expertise and knowledge to helping institutional clients craft retirement plans that encourage participation, helping employees plan for successful retirements. With the same attention to detail and knowledge of an ever-changing regulatory climate, we develop, implement and monitor retirement plan solutions by means of a collaborative process that meets the objectives of plan sponsors and truly helps participants plan for the future.
With many years of experience working with successful family and businesses, our team has the knowledge and expertise to develop and oversee a plan that is as unique as your family. We bring together diverse skills, hands-on experience and a true passion for what we do. Professional designations for the team include five CFPs, three CPAs, two MBAs, a CFA, FPQP and a J.D. But more importantly, we share a common goal: to take the worry out of your financial life by being completely objective, acting only in your best interests and delivering the kind of personal service that will make you a Raving Fan.
A few of the services provided in our comprehensive service offering to help your family create and sustain financial independence include:
- Investment Management
- Retirement Planning
- Insurance Planning
- Banking and Cash Management
- Business Succession Planning
- Estate and Philanthropic Strategies
- Tax and Accounting Services
- Education Planning
- Family Meeting Facilitating