FINANCIAL INDEPENDENCE BY DESIGN
OPTIMIZE TAXES - BUILD WEALTH - RETIRE SMART
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:
Financial Advising for all walks of life.....
CASE STUDY 1:
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:
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: