RUDY DIEDRECK

As a financial advisor that holds the CERTIFIED FINANCIAL PLANNER™, CFP®*, certification, I have the entire financial life of my clients in mind. Instead of merely advising clients on a "one size fits all" strategy, our office takes the time to get to know clients financial and personal needs throughout their lives. Located in the historic Old Stagecoach Inn on the corner of Buffalo Road and Union Street in North Chili, we value working with individual families and small business owners. Every day, we review strategies to help our clients with:

- Retirement savings plans

- Strategic spending while in retirement

- Insurance needs

- Stock selection

- Social security considerations

- Education savings

As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen my relationship with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

We are not attorneys, nor are we CPAs. However, we do have relationships with excellent professionals and encourage our clients to partner with our network in order to discuss trusts, wills, tax needs and other legal and tax-advantaged strategies.

We want to understand what is important to you. We use an established process to create customized portfolios and strategies to help you achieve your important goals. We will partner with you for your entire life in order help keep you on track.

* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

As a financial advisor that holds the CERTIFIED FINANCIAL PLANNER™, CFP®*, certification, I have the entire financial life of my clients in mind. Instead of merely advising clients on a "one size fits all" strategy, our office takes the time to get to know clients financial and personal needs throughout their lives. Located in the historic Old Stagecoach Inn on the corner of Buffalo Road and Union Street in North Chili, we value working with individual families and small business owners. Every day, we review strategies to help our clients with:

- Retirement savings plans

- Strategic spending while in retirement

- Insurance needs

- Stock selection

- Social security considerations

- Education savings

As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen my relationship with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

We are not attorneys, nor are we CPAs. However, we do have relationships with excellent professionals and encourage our clients to partner with our network in order to discuss trusts, wills, tax needs and other legal and tax-advantaged strategies.

We want to understand what is important to you. We use an established process to create customized portfolios and strategies to help you achieve your important goals. We will partner with you for your entire life in order help keep you on track.

* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.