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FINANCIAL INDEPENDENCE BY DESIGN

OPTIMIZE TAXES - BUILD WEALTH - RETIRE SMART

WHY

DIAZO

Who you work with matters

FIDUCIARY

Our business is structured to put our clients interests first, so much that we are legally and personally liable if we do not. Sounds like it should be like this for all advisors? It’s not – make sure you are working with a someone who has your best interests in mind, a Fiduciary.

TEAM OF PROFESSIONALS

With more than 50 years of combined experience your Diazo Wealth team uses their experience to guide our clients to retirement planning success. Your Diazo Wealth team also holds the designations of CFP®, which only 25% of all advisors hold*, as well as the CFA® which less than 5% of advisors hold**.

CONCIERGE FINANCIAL PLANNING

With our concierge style of planning and practice you will have access to your plan anytime you need through our industry leading technology. You will have access to your planning and investment team at your convenience and be able to meet through any medium you wish, whether it is in person or through use of video or audio conference. Simply put your Diazo team is available when you need us.

FINANCIAL PLANNING SERVICES

Concierge financial planning for those going through transition in their lives. Services:

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CASE STUDIES

Financial Advising for all walks of life.....

CASE STUDY 1:
PROFESSIONAL

Jennifer is an executive with a local company and pulled in many directions daily. She has the skill set to develop a plan but is missing 1 major factor, TIME…..

CASE STUDY 2:
LIFE TRANSITIONS

Carol has recently gone through a divorce, she feels like she is losing a grasp on where she is and how to get where she feels comfortable. She wants someone to walk her through how to maintain her lifestyle and ensure she will be OK…..

CASE STUDY 3:
RETIRED

Jon and Kathy are recently retired and looking forward to spending more time with their grand children and doing some of their bucket list they have always dreamed of. There are some decisions around pension, stock options, and retirment savings plans to make…

TOP 10 QUESTIONS WHEN HIRING A FINANCIAL ADVISOR

If you are looking to partner with a financial planner or financial advisor these questions will help you vet the advisors you are speaking with.

INDUSTRY LEADING TECHNOLOGY PAIRED WITH CONCIERGE SERVICE

Your Financial Life all in One Place with Right Capital

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal. Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.

Building Your Investment Strategy Using Riskalyze

Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

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