Services

How We Work

Raymond B. Dietz helps clients with Small Company Retirement Plans, Individual Investment and Retirement Plan needs, Individual Taxes, and Medicare Insurance. He often tells people to call him any time for any reason.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance
Medicare Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rdietz@royalaa.com | 310-936-3379