These resources come from the Diccianni Financial Group, Inc., founded by Cindy Diccianni, a registered nurse as well as a Chartered Financial Consultant — an advanced financial planning designation that covers all elements of estate, financial, and tax planning.
Cindy is also an Accredited Estate Planner®
Over the years, she has developed these resources for her clients and readers of her columns in various professional publications.
Now, she is extending her vast collection to you.
You will see that Cindy applies the same holistic approach to caring for clients’ financial health as their physical health.
Whether you are pre-retirement, approaching retirement or in-retirement, you can trust Cindy to keep your best interests in mind as she helps you identify investment opportunities and manage your portfolio holistically.
If she can be of service to you, please contact us.