Get Concierge-Style Retirement Planning Investment Strategy & Secure Your Future

If you want to take control of your financial future and secure your retirement, Diazo Wealth Group is the ideal choice. They offer fully customized solutions to help you achieve financial freedom.

Chat with a specialist today to see how they can help you and find out more about their concierge approach to retirement planning!

Diazo Wealth Group has launched an updated service for clients around Henderson, Nevada. They offer bespoke financial planning, investment and retirement planning services to help clients enjoy a financially free future.

More information can be found at: https://www.linkedin.com/in/justinlongcfp

When working with Diazo Wealth Group, you will be paired with two industry-recognized professionals. First, your advisor will be a Certified Financial Planner, and secondly your portfolios are managed by a Certified Financial Analyst.

This means that the professionals you are partnering with have shown an acumen and education level within the industry that is rare. Current data shows that less than 25% of all advisors hold the CFP and less than 5% hold the CFA.

Justin Long has spent more than a decade locally in the Las Vegas Valley and has a degree in Economics with a focus on finance. His goal is to inspire his clients and helping them to enjoy their life, regardless of what stage they're at.

Diazo Wealth Group takes a concierge approach to finance management and planning. This means that clients have access to their plan whenever they require it through industry-leading technology.

They will also have access to their planning and investment team at their convenience. Clients can connect with the team as required, and with over 50 years of combined experience, the team can guide them to retirement planning success.

Justin Long states: “My goal is to inspire my clients through every appointment, check in call, and interaction to be better versions of themselves, be it a mother, father, sister, brother grandparent, or coach. I thoroughly enjoy getting to know someone's why and how they enjoy life to the fullest.”

With the bespoke services on offer through Diazo Wealth Group, clients can optimize their taxes, build their wealth, and retire secure in a smart financial strategy.

Clients can build their investment strategy with Riskalyze technology. This is an award-winning approach that quantifies acceptable levels of risk and reward. Services are rooted in the client's goal and designed to help them achieve their ideal financial future.

Additional information is provided at: https://diazowealth.com/meet-the-team

Check out the main site at https://www.diazowealth.com for any extra info you need!

Registered Representative and Investment Adviser Representative of and offers securities and advisory services in states where registered through E.K. Riley Investments, LLC. Member FINRA and SIPC, Broker Dealer and an SEC Registered Investment Adviser. 

Diazo Wealth Group is a division of E.K. Riley Investments, LLC

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Created on Jul 15th 2020 13:14. Viewed 283 times.

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