dil•i•gent – characterized by steady, earnest, and energetic application and effort
(Webster’s New Collegiate Dictionary)
The purpose of Diligent Wealth Management is found in the name…using thorough and persistent effort to guide you in the stewardship of your financial resources. This starts by listening to you, learning about your situation, your likes, your dislikes, your values, and your goals. This forms the foundation of your financial plan.
By providing you with the knowledge, alternatives, and recommendations developed specifically for you, you can choose the path toward your financial goals.
When we travel, we cannot control the weather or predict where each traffic jam will occur. Yet we do not throw everything to chance. We pack, prepare, and select the route that seems best suited to reach our destination while remaining flexible to adjust our course as needed. In the same way, your financial journeys deserve and require attention and forethought.
The plans of the diligent lead surely to advantage, but everyone who is hasty comes surely to poverty. – Proverbs 21:5
New clients are accepted by referral from existing clients.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Tips on insuring your teen driver.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.