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Diazo Insights

We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested.

How Do I Break Up with My Financial Adviser?

by Justin J. Long CFP®
5 min read
Jul 14, 2021 12:00:00 AM

In last week’s blog we covered reasons to consider changing your adviser. So, let’s say you’ve decided to make the change. Now, you are considering how to approach it.

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Topics: Financial Planning |

Is Your Financial Adviser at Your Big Box Broker Dealer Changing Again?

by Justin J. Long CFP®
5 min read
Jul 7, 2021 12:00:00 AM

I have heard from quite a few folks, and honestly for a lot of my career saw this first-hand — the one constant with their financial adviser at their large firm is change …

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Topics: Financial Planning |
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Diazo Insights

We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested. Whether you’re figuring out how to limit your tax burden after an inheritance or looking at the costs of launching a company, stay up-to-date with the latest articles, videos, and research on investment management, tax planning, and more. Education is empowerment, and we’re here to give you a boost.

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