Who We Serve
While we work with clients in a wide array of professions and financial circumstances, as dedicated, highly trained, and Certified Financial Planners® (CFP®s), our team specializes in addressing the complex financial challenges and opportunities of the following individuals:
Self-employed Professionals are their own masters, which makes them responsible for every aspect of their professional lives—from marketing, to business development, to job production. This often leaves little time for financial planning. At Diversified Asset Management, we serve as the CFO for the “company of one,” manage every aspect of finance, including personal asset and wealth management, cash flow planning, defined benefit and Single 401(k) plan strategies, and tax planning.
Corporate executives juggle demanding schedules and a plethora of responsibilities. This means they often do not have the time or desire to manage their own finances. At Diversified Asset Management, we help by managing the creation and day-to-day maintenance of our clients’ wealth management plans. From personal asset and wealth management, to individual stock option and qualified retirement planning, to comprehensive financial planning, we deliver reliable, and personalized services and advice.
Small business owners
Small business owners place an incredible amount of time, energy, and resources into driving the success of their own businesses. As a result, they have little time to actively manage their own personal resources. At Diversified Asset Management, we help successful business owners with the personal and business aspects of wealth management, including retirement plan consulting , tax mitigation, cash flow planning, estate planning, and long-term wealth management for both business and family assets.
Retirees have accumulated their wealth and are now concerned with preserving their wealth and making their money last. At Diversified Asset Management, we help retirees with personal asset and wealth management by determining the appropriate investment mix and implementing tax efficient withdrawal strategies. When investors reach the withdrawal stage there is a whole new set of concerns that we can properly address with our many years of experience. These items include taking required minimum distributions, college planning for grandchildren, gifting assets to children, beneficiary reviews and legacy planning.
Young Professionals are extremely busy and are often focused on the balance of growing their wealth with the demands of starting a family. At Diversified Asset Management, we understand that young professionals often don’t have the time necessary to spend learning about investments and wealth management so they typically have concerns about making the right decisions regarding their growing wealth. Our smaller account offerings provide these individuals and their families with the option to take advantage of our personal asset and wealth management services. We are looking for young professionals that have a certain multiple of their salary in savings, such as 1 times their salary at age 35, 2.38 times their salary at age 40 or 3.75 times salary at age 45. Naturally, we interpolate in between and outside of those ages. In short, we want to work with young professionals that are also saving 15% of their salary in addition to the above salary/savings multiple. We want young professionals who are committed to financial success.