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Link to the Diane Benjes, CFP page. Link to the Services and Fees page. Link to the Retirement Plans page. Link to the Investment Plans page. Link to the Partial Plans page.
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Picture of financial planner with clients.The key to financial security is increased knowledge together with sound strategy. Diane Benjes works to provide both tools to her clients. Most investors have the wisdom to make competent selections: all they need are individualized, appropriate guidelines, resources, and strategies.

You might ask if a Planner is truly necessary. Yes. When people lack direction they tend to make very expensive mistakes. This might not be crucial for a young person who has time to correct investment errors. But someone nearing retirement must be extremely careful that time and money do not vanish at the cost of a secure future. The bedrock of Diane's business is client-oriented, confidential information. Her low fees and no-load products are designed to put more dollars into the client's pocket for future growth. Diane's advice is tailored to each client's needs. It's never standardized or generic.

A fee-only planner, Diane is not obligated to any securities or insurance firm. Instead, she is free to examine the entire universe of available products, and select those that are best suited to the client. She usually recommends products that are no-load or low-load (either no commissions or low commissions are charged on the purchase or sale of the investments). This creates significant savings for the client. She recommends only high-rated products with superior performance.

 
   

 
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