Types of accounts that are offered
You have come to the right place. Here at Diamond Legacy, we have
a passion for investing + a sharp instinct for financial growth. We’re here to help you achieve your financial goals with a variety of account options tailored to your needs.
Whether you’re looking for Basic Investment Accounts, planning for retirement with a 401(k), or saving for education through a 529 College Savings Plan, we’ve got you covered.
Let us guide you on the path to financial success!
BUT LIFE IS REALLY HECTIC AND YOU DON'T KNOW WHERE TO START....
READY TO START REACHING YOUR FINANCIAL OBJECTIVES?
Are you...
HOLLY (WHO ELSE?)
i bring you clear + practical steps to help you succeed. YOU'LL HAVE MY guidance + FULL support along the way.
"My passion lies in helping clients set & achieve their financial goals."
ABOUT HOLLY
Her method delivers clear + practical steps to help you succeed, while offering support + guidance throughout the process. Currently serving clients across the United States, she brings a passionate drive to ensure they fully grasp what's needed to reach your financial dreams.
holly crafts a tailored strategy aligned with your unique goals amidst life's challenges.
THE FINANCIAL
planner you want ON YOUR SIDE.
WHY CHOOSE US?
YOUTUBE
where to LISTEN TO THE PODCAST
Women empowering women. Women helping women. Around here, we don't push each other down - we pull each other up and motivate one another to be the best verison of themselves.
LET'S TALK MONEY,
HONEY W/ HOLLY + ELISE
How to FIND us
SERVICES
Accounts THAT are offered
I UNDERSTAND HOW HECTIC LIFE CAN GET, WHICH IS WHY WE TAILOR OUR SCHEDULE TO FIT YOUR CONVENIENCE. YOU CAN CHOOSE TO MEET IN PERSON AT OUR OFFICE OR OPT FOR A PHONE OR ZOOM CALL. WE ALSO PROVIDE TEXTING OPTIONS FOR OUR CLIENTS + ARE EASILY ACCESSIBLE VIA PHONE, EMAIL, OR SOCIAL MEDIA.
WHY WORK
WITH A FINANCIAL ADVISOR?
we just get it.
Xoxo, Holly
I recognize that each person holds unique beliefs + passions that should be reflected in their financial planning. Whether you're interested in religious-based model portfolios or investments that focus on environmental, social, and governance (esg) principles - I provide solutions that align your investments with your core values & what matters most to you.
CFP® | MBA | MOM TO RHYEN + ACE
I AM SO GLAD YOU'RE HERE.
