There is the old saying that “what you don’t know won’t hurt you”. Well in the case
of financial planning, especially regarding taxation and estate planning, this is
definitely not the case. I have seen individuals who have failed to take action,
or even worse, taken the incorrect course of action, resulting in significant sums
paid in excess taxes or legal fees. In many cases, the unwarranted money spent on
taxes and legal fees was more than they would have paid for my company’s planning
service over the course of their lifetime. I do not mention this point to be an alarmist,
but it does highlight the following point: applying practical planning principles
through the oversight of a qualified professional can add value to your financial
Each individual or family financial situation presents its own unique set of circumstances
and potential challenges. For many, there will be a wide range goals and long term
expectations to be fulfilled. DIA’s approach to financial planning offers a framework
to enable your financial goals and expectations to be met in a realistic manner.
Our process involves the development of a comprehensive and coordinated strategy
which is implemented for the achievement of your specific goals. This process allows
our clients to focus on what is important in their lives, and to tune out the day
to day financial noise, that in many cases, side track individuals and families away
from achieving their long term life goals.
DIA works with your other financial professionals (CPA’s, attorneys, etc), or can
recommend strategic partners to help guide you through the planning process with
regards to estates, trusts, wealth transfers, charitable giving, insurance, and other
Managing the complexities of substantial wealth is a full-time job. At DIA, we make
your life easier by managing the day-to-day financial decisions and the long-term
planning required to grow your wealth.