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**.
*Source - -**www.cfainstitute.org
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.
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:
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...
Financial Advising for all walks of life.....
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
In simple terms, Diazo Wealth Group exists to improve the financial well being of our clients, taking what most people consider the greatest stress in their lives and relieving that pressure with a consistent plan to achieve financial independence. Because for far too long financial consumers have been woefully uninformed by their financial advisor, we have developed a differentiated experience for our clients. As Fiduciaries in a client-centric, planning-first firm that focuses on education and fiduciary responsibility, we believe our relationship should always put your interests first -- this is why we exist.
Your plan should be a source of comfort not stress. This is achieved by understanding your WHY
Your level of care for your plan should reflect your individual needs, like a concierge doctor.
In having a common sense, jargon-free conversation surrounding your financial plan.
Access to a Fiduciary relationship is critical to long term success with your financial advisor.
In providing clients with clarity in their financial lives, by getting organized an in control.
An educated investor can make sound financial decisions, which leads to fulfillment.
We want to thank you for visiting our site. We understand not everyone will choose to work with us and that is okay. With that in mind, no matter who you are working with to achieve Financial Independence, we want you to be sure you ask 3 very important questions:
Are you a Fiduciary financial advisor?
Tell me about your financial planning process.
(Most Important) Why do you do what you do?
Your Financial Life all in One Place with eMoney
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.