Do you know if you are ready for retirement? Do you have old 401(k) accounts that need to be organized? Are you taking maximum advantage of your tax savings options? Have you recently gone through a major life change, such as changing jobs, retirement or estate preparations?
As a financial advisor, I take my commitment to your financial wellbeing seriously and work with you not only to prepare for these life events but also inform you so you can have all the information you need concerning your investments.
We partner together and together look at your portfolio in a comprehensive way, incorporating not only your assets and liabilities but your risk tolerance and most importantly, your goals.
I start every client relationship with an in-depth consultation which helps me determine if we are a good fit and if you would like to utilize my services. If not, I hope you will have at least gained more insight and confidence in your current investment strategy. Both the consultation and plan are complimentary.
I hold all necessary securities registrations and am a licensed agent in annuity, life and long-term care insurance and would love to review your current policies.
I love our beautiful Northwest, so I spend every free moment with my family exploring the places we have never seen before. I enjoy my son's soccer games and my daughter's golf tournaments.
For more information about how I can help you reach your financial goals, please contact me.
- Retirement Savings Strategies
- Socially Conscious Investing
- Divorce Finances
- Wealth Strategies
- Insurance & Annuities
- Charitable Giving
My Personal Interests
- Culinary Arts
- Health & Nutrition
- Spending Time with Family
Phone NumberDiana Djuranovic at (425) 557-2171
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