Do I need a financial planner?

As markets become more diverse and globalized, navigating your way through the plethora of investment and saving options has become time-consuming and complicated. The services of a qualified financial planner can comprehensively accomplish your financial goals, but how do you know if your situation needs some assistance? Ask yourself these questions:

  • Are you living paycheck to paycheck?
  • Are you living beyond your means and building a mountain of debt?
  • Do you dream of financial stability and flexibility?
  • Are you ready for retirement?
  • Do you have the time or desire to actively plan and manage certain financial aspects of your life?
  • Can you benefit from the objective, third-party perspective on what are often emotionally difficult decisions?
  • Do you need to save for your child(ren)’s college education, but can’t seem to allocate the funds in a consistent manner?

If so, a financial planner’s experience and unbiased advice will be a beneficial addition to your personal financial strategy. Contact us today for a complimentary consultation.

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Who do you work with?

We work with people like you who have aspirations and life goals for yourself and your family. These might include buying a home or business, saving for a college education for your children, taking a dream vacation, reducing taxes, or retiring comfortably. Financial planning is the process of wisely managing your financial resources so that you can achieve your dreams and goals while at the same time helping you negotiate the financial barriers that inevitably arise along the road of life. Contact us today for a complimentary consultation to discuss your unique situation and goals and learn how we can help.

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How do you work with people?

With Diccianni Financial Group you can expect a true partnership. We work with you closely one-on-one to co-create a customized plan to help you reach your goals. With ongoing two way communication throughout the year we are able to make sure your plan is working for you as your life circumstances change. Download the Diccianni Financial Group Process diagram to learn more.

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How do I get started?

You can get started right away with organizing your current financial information by downloading these handy worksheets. Then, contact us to schedule your complimentary financial consultation.

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Financial terms confuse me. Do you have a good glossary?

Financial terminology can be intimidating. Download this glossary of common financial terms for basic definitions. At Diccianni Financial Group we are always happy to help educate you by explaining concepts in real-world terms. Contact us for a complimentary consultation to get answers to your specific questions.

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What is the ChFC Designation?

Cindy currently holds the ChFC or Chartered Financial Consultant designation which is awarded to candidates who have completed an extensive eight part advanced course curriculum with the American College. The ChFC course material completion requires dedication to a 3-4 year educational process and the passing of a comprehensive course exam after each module.

The American College is a financial planning and educational institution with the highest level of academic accreditation dedicated to financial services professionals.

The required courses cover the complex aspects of individual and small business financial planning needs.

Candidates are awarded the designation after successful completion of all eight modules.

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What is the AEP Designation?

Professional estate planners can achieve an accreditation that acknowledges their experience and specialization in estate planning.  Simply put, the Accredited Estate Planner® designation means “I believe in the team concept of estate planning.”

Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning.

The Accredited Estate Planner® designation is available to attorneys, Chartered Life Underwriters®, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants®, and Certified Financial Planners® who are actively engaged in estate planning and meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.

  • With a minimum of 5 years of experience, the designation is available after taking two courses through The American College.  For information about courses offered through The American College, please click HERE.
  • For those individuals who have 15 years of experience or more, one may choose to be exempt from the required graduate-level courses in estate planning.

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