personal financial Planning
LIfe Transitions
As life unfolds with its many challenges, know that our focus on your financial security will be our priority. We are here to listen and provide sound guidance that comes from our decades of experience.
Our Focus On Personal Financial Planning
Unlike giant investment firms that promote low up-front fees but charge other hidden fees for advisory, we are paid according to how successfully the portfolio we manage for you performs. We are not affiliated with those firms that sell insurance products, annuities, and mutual funds with sales fees in addition to the fee-only advisory business. We focus only on managing your portfolio to build wealth for you and meet your needs.
- Loss of a loved one
- Planning for the long-term care of a loved one
- Independent single, widowed, and divorced women
- Inheritances of individual and retirement assets
- Multi-generational family wealth management and guidance
- Portfolio management for education costs and tuition for children and grandchildren
Personal Financial planning presents a host Of Changes Throughout our life
When a family or individual faces a challenge, it is likely we have experienced a similar situation with another client. We draw on that knowledge and first-hand experience to provide you with the best and most appropriate investment guidance.
Life can be unpredictable. When you find yourself in the midst of a life change, turn to our team at Diamant for compassionate, competent guidance. We combine our understanding of investments and experience assisting clients through life changes to get you on a stable and steady path to financial security and wealth.
Interest rates change.
Investment themes change.
Products change.
Tax laws change.
Our commitment won’t change.
Our Approach to Investing Is A Collaboration
- Review existing investment portfolio(s).
- High-level financial planning to understand and meet objectives.
- Develop an initial portfolio allocation of growth and income specific to the client.
- Build a customized, and diversified portfolio poised for long-term growth.
- Thoughtfully purchase securities over time to minimize risk and maximize growth.
- Monitor portfolios on an ongoing basis.
- Provide ongoing high-level planning in
compliance with changing tax laws. - Provide timely portfolio administration for
contributions, distributions, etc.
