Reviews

I engaged Mr Diehl to review my estate as I approached retirement to double check my overall estate planning and financial well-being. He meticulously reviewed all aspects of my estate and provided sound courses of action given several scenarios along with detailed recommendations. These recommendations have proven to be "right on" as I have entered into the next phase of my life with low risk concerns of my portfolio. He recently followed-up with additional recommendations based upon one of my investment scenarios. Highly recommend the advise of this excellent "Counselor"!