Lump Sum Distributions
Have you ever handled your own finances?
If so, that’s good news! We would review them with you and share our experience as well. If you haven’t, we’d like to show you what we do best, and how our strategies may help you.
At Diddel & Diddel, we pride ourselves on doing what we know best: financial coaching! We serve our clients as personal ‘financial coaches’ not typical ‘financial managers’.
We are committed to coach you and help you along the way toward success. We are not here to tell you how to spend your money! We believe that the only person who should control your money should be you. We will provide you with top of the line coaching, and work with you on avenues to pursue. That’s it, that’s us, and that’s Diddel & Diddel.
Our experienced professionals are committed to teaching you prudent ways to help manage your money. Our coaches will teach ways to manage your assets. We can explain our three concepts of:
- Tax now and tax later
- Taking the ‘Tax-Man’ out of your checkbook
- It’s not what you make, it’s what you keep
We look forward to walking you through the benefits and drawbacks of every solution so that you can make a decision that is best for you.
When you work with us, only you will elect how to handle your money. Choose to let us do what we do best, and learn from our expertise. At the end of the day, you have the final say because at Diddel & Diddel we work for you!
At Diddel & Diddel, we want you to understand one essential concept:
You are the CEO of You, Inc.
Our mission is your success.