Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Asset Planning Strategies
At Asset Planning Strategies, we work to help you achieve the retirement you deserve. Planning side-by-side with you to implement effective strategies for your individual goals, we strive to give you a financial future that is as free from worry and stress as possible. We can help put your hard-earned money to work for you, minimizing your risk and maximizing your retirement objectives.
Tony Dietrich, IAR, is the president of Asset Planning Strategies. Tony has over 28 years of experience working as a financial advisor and retirement specialist. He graduated from George Mason University with a Bachelor of Science in Biology.
Tony currently manages individual and corporate portfolios in Virginia, Maryland, Pennsylvania, West Virginia, Tennessee, South Carolina, North Carolina, Florida, and Washington, D.C. He is devoted to helping individuals and families protect their assets and ensure their money lasts.
During his time hosting, Tony Dietrich as he informed listeners about the various obstacles facing pre and current retirees and the solutions that could help them overcome those barriers. From Social Security benefits to retirement income strategies, Tony will help guide you toward your goals.
Tony has comprehensive knowledge of strategies for financial, estate, retirement and tax planning. He uses his knowledge to help pre-retirees and retirees like you plan for lifetime income, while minimizing the devastating effects of market risk.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.