Why Choose Us
At Diccianni Financial Group we take a holistic view of your life and financial goals through our Wealth Management Solutions.
In establishing your goals and objectives we set investment guidelines that are appropriate to both your desired outcome and the realities of the investment markets.
By making the connection between your goals and the investment strategy necessary to achieve them, we can create useful guidelines and establish reasonable expectations of portfolio performance. Future monitoring includes accounting for changes in your personal or financial circumstances.
Investment Policy Statement Process (IPS)
The five-step process that creates and manages your IPS never ends. Regular monitoring of your portfolio always brings us back to your financial objectives.
Investment guidelines set appropriate to both your desired outcome and the realities of the investment markets.
Financial plan customized to your needs and investment timeframes. Customized asset allocation for your individual needs.
Confirmation of the Investment Policy defines the scope and purpose of the entire investment process.
Expert team approach uses collaboration directed to your specific needs: health care/medicare planning, long term care planning, risk management, and estate planning.
Ongoing communication and regular meetings with your advisor. Ongoing analysis with a strategic and tactical approach to your investments. Monitoring includes accounting for changes in your personal or financial circumstances.