Lifelong Advice Model
Our Lifelong Advice Model considers the quantitative and qualitative aspects of your life, such as:
- Quantitative Aspects: Investments, insurance, and taxes.
- Qualitative Aspects: Your personal goals, career decisions, relationship with money, and your family legacy.
We’ll walk you through our Lifelong Wealth Planning Process at our first meeting and we’ll continually refer back to its simple wisdom. Great outcomes are often a result of a simple, but wise process.
Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.
Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.