DFG Services

At Diedrich Financial Group we take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

If you are looking for a long term partner to help you navigate day to day concerns to major life milestones, we're here for you!

Step 1:

Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be.

Step 2:

Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges—like paying off your mortgage or retiring early—can be accomplished.

Step 3:

Next, we'll identify some insurance and financial products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.

I'll provide ongoing service as your needs and situation change over time. I'll work with you over the years to help keep your program on track with your changing needs.

Schedule a Consult Call

Protect your family – now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy.

Should you combine your finances after getting married

Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.

Budgeting for a non-budgeter

Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.