I offer comprehensive Financial Planning that reviews your entire financial picture. Planning starts with my questionnaire and reviews your investments, savings, debt, life insurance, Social Security, financial goals, and much more. My goal is to provide value through a transparent process and help guard against running out of money in retirement. Our meeting should feel like the start of a partnership, not a sales pitch.
Ask yourself 3 questions when meeting with a financial advisor:
- Is this person knowledgeable?
- Can I trust them?
- Do they care about me?
As a top financial advisor, my advice goes beyond investments. Everyone is in a different place economically and your path forward is unique to you. Let me simplify the Financial Planning process and provide the tools to grow your wealth.
When I am not in the office, I enjoy riding my horses and traveling.
Services: https://www.diligencewm.com/services
Schedule a 20-minute call: https://calendly.com/lizdaffner/20min
Liz Daffner
Financial Advisor
CA Insurance License: 0G96786
