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Planning and Process

At Diehl Financial Group, we work with you to determine the method of investing most appropriate to meet your goals based on your unique circumstances and personal objectives. 

Client-Focused Planning Process 

Client-Focused Planning Process 

Over many years, we have created a process around these key beliefs to help clients develop and implement an investment plan. We believe that by following this process, together we can:

  • Evaluate the level of risk in your current program
  • Determine whether any changes could help improve your financial situation
  • Implement changes as needed
  • Help keep you on track to reach your goals

Step 1 – Discovery:

This step involves learning about you. Understanding who you are, what is important to you, then identifying and prioritizing your goals.

Step 2 – Analysis and Development:

Here we analyze the information gathered in Step 1. We have tools and resources that enable us to run a variety of allocation and investment scenarios providing you with a deeper understanding of your finances and possible future outcomes.

Step 3 – Decision-making and Implementation:

Sound decisions are based on facts and careful research, not emotions. Building on Steps 1 and 2, we will select an investment strategy that aligns with your objectives and risk tolerance.

Step 4 – Staying on Track:

Circumstances can and will change for clients. Whether your goals and objectives have evolved, you’re worried about market volatility, or you’d just like reassurance that you are on the right path, we are committed, to being available to you. If you think it might be time to make changes, we can start the process again to help keep you on track.

Our Approach To Investment Selection

Focused on Your Lifecycle Needs

Focused on Your Lifecycle Needs

At Diehl Financial Group, we work with you to determine the method of investing most appropriate to meet your goals based on your unique circumstances and personal objectives. We have the tools to assist you throughout each stage of your “investing lifecycle.”

At Diehl Financial Group, we choose from carefully selected solutions to help you meet the needs of your investment plan as you move through the investing lifecycle.

By working with your advisor, you will be able to identify the investment options that most align with your personal goals, time horizon, risk tolerance, and investing preferences. You can always adjust your investment plan and accommodate changing needs.

Professional Asset Management

Professional Asset Management

At Diehl Financial Group, we offer professionally managed investment strategies through the Primerica Advisors Lifetime Investment Program. Primerica Advisors has chosen asset managers based on their demonstrated ability to develop and manage investments that can assist clients in meeting their accumulation, preservation, and distribution goals.

Primerica identifies professional asset managers based on:

  • Organizational structure and credentials of the people focused on managing the assets
  • Manager’s defined philosophy and process
  • Manager’s ability to deliver repeatable, consistent performance
Asset Allocation and<br/>Investment Model Offerings

Asset Allocation and
Investment Model Offerings

At Diehl Financial Group, we believe a well-designed and executed asset allocation is a key component to helping you achieve your long-term goals.

Asset allocation might be beneficial in achieving the appropriate balance or “risk and return” objectives. It is important to consider spreading your assets across different asset classes, sectors and market themes.

Your advisor will work with you to determine which investment options are appropriate to be part of your asset allocation goals. Your allocation goals may differ depending on your need for growth, income generation, preservation, or income distribution.

Simplicity

Simplicity

At Diehl Financial Group, we believe that simplicity and ease of review of assets is important in helping you track your progress.

We make it simple for you to monitor, manage and make changes to your account when necessary.

Performance reports provide clear and concise information about your investments. These reports give you and your advisor the opportunity to review your account holdings and determine whether your investments continue to reflect your needs.

Learn More About Us

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

How We Can Help