work together
I assist in aligning with your deepest aspirations, increasing your financial success, and bringing your ideal life into reality.
HOW WE CAN
Children's Investing Accounts: UTMA'S, 529 Plans, Guardian Roth IRA'S
Employer-Sponsored Retirement Plans: 401(k), 403(b), Solo 401(k), Simple IRA, SEP IRA
Individual: Traditional/Roth/Beneficiary IRA/Non-Retirement
types of accounts we offer
Holly assists clients with a wide range of investment accounts, from small personal portfolios to large employer-sponsored retirement plans. Here are some examples of the types of accounts available at Diamond Legacy Wealth Management!
HERE'S HOW I CAN HELP you finally make that money that you and your family deserves
how we can
help you.
schedule an appointment
After I have gotten the best grasp of your financial goals, we will finalize all the details & get you on your way to the financial success you've always dreamed of.
We get you started with the best financial plan for you.
03
From there - we will discuss your goals, lifestyle, aspirations + everything in between to begin outlining the perfect plan for you.
Strategy
& planning here.
02
This is where all the fun begins. We will hop on a phone call, zoom call, or if you'd like to visit the office - that's great too! We'd love to meet you.
It all starts with
a call.
01
Process and how I work with you
Q
&
A
What services do I offer?
Holly provides comprehensive financial planning, including investment management, retirement planning, tax optimization, estate planning, and more. We tailor our services to meet your specific financial goals and needs.
Who are your typical clients?
Clients include individuals, families, and businesses seeking personalized financial advice. Whether you're just starting your financial journey, preparing for retirement, or managing complex wealth, Holly can create a plan that works for you.
How is your firm compensated?
We operate on a [fee-only, commission-based, or fee-based] model. This structure ensures that our interests align with yours, focusing on transparent and fair compensation based on the value of services we provide.
What is your investment philosophy?
Our investment approach prioritizes long-term growth and stability through a diversified, evidence-based strategy. We balance risk and reward according to your risk tolerance, time horizon, and personal goals.
Are you a fiduciary?
Yes, we are fiduciaries. This means we are legally and ethically obligated to put your interests first in every decision and recommendation we make.
