- Title: Financial Strategies Advisor
- Division: Financial Services
- Specialties: Financial Services
- Email: Contact Jeff Ditsworth
- Office: TrueNorth, West Des Moines Office
- Address:
6800 Lake Drive,
Suite 250 West Des Moines,
IA
50266
- Phone: (515) 393-5687,
- Office Fax: 515-225-3044
- Biography: Jeff Ditsworth is a distinguished Financial Strategies Advisor and a Certified Exit Planning Advisor (CEPA) at TrueNorth Companies. With a robust 25-year background, Jeff is a visionary leader in the financial services industry, dedicated to helping business owners maximize the value of their enterprises and transition on their terms. His expertise is further underscored by his certifications to provide continuing education (CE) to Certified Financial Planners (CFPs) on life insurance planning, as well as continuing legal education (CLE) for the Iowa Bar Association, equipping attorneys with advanced knowledge in life insurance strategies.
- Education: Jeff holds degrees in Finance and Transportation & Logistics from Iowa State University.
- Responsibilities: Jeff's areas of expertise include:
Succession Planning: Jeff excels at developing both internal and external transition plans that help business owners achieve higher multiples when they transition their businesses. His innovative approach to financial risk management ensures that owners understand and implement effective processes to enhance the value of their business. Recognizing the importance of retaining key talent, Jeff also specializes in strategies to help business owners secure essential personnel within their organizations to ensure long-term prosperity.
Life Insurance Acquisition and Optimization: With deep expertise in life insurance planning, Jeff assists individuals and business owners in acquiring life insurance the right way, ensuring their coverage aligns with their financial goals. He has developed a specialized process to independently review clients’ existing policies, and his insights reveal that 95% of insurance policies can be improved. By enhancing life insurance strategies with his knowledge and processes, Jeff ensures his clients receive optimal protection and value.
Financial Protection Benefits for Employees: Jeff is committed to helping businesses protect their most valuable resource: their employees. He works closely with business owners to structure comprehensive financial protection benefits that support employees’ security and well-being, including life, disability, and retirement plans. These benefit programs are designed to enhance retention, reinforce company culture, and ensure businesses remain competitive in their industry. In addition to his role as a Financial Strategies Advisor, Jeff is an accomplished entrepreneur, owning and operating Pescador on the Fly, a company that manufactures and directly distributes fly rods to anglers worldwide. This entrepreneurial spirit further enriches his ability to relate to and guide business owners through their financial journeys. Jeff’s commitment to enhancing the value of businesses and securing their legacies makes him an invaluable consultant for any team. His expertise, innovative thinking, and dedication ensure that business owners are well-prepared to navigate the complexities of financial risk management and succession.
- Specialty: Succession planning, life insurance and optimization, and financial protection benefits for employees.
- Designations: CEPA, ChFC, CLU
- Designations Description: Certified Exit Planning Advisor (CEPA), Exit Planning Institute; Chartered Financial Consultant (ChFC), American College of Financial Services; Chartered Life Underwriter (CLU), American College of Financial Services
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