Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Divecha Financial, it’s our mission to help good people make educated financial decisions through respect, integrity and clear communication, so they can enjoy remarkable retirements with the people they love.

We can help you create a well-thought-out strategy, using a variety of investment and insurance products and services, to help you address your financial needs and concerns.

The Divecha Financial Process

Whether you’ve been saving for a lifetime or questioning how prepared you are for retirement, our four-step process is designed to help you grow your financial confidence.

Group 211

First, we’ll review your current financial situation, your objectives and expectations and determine if we’re a good fit.

Group 212

Then, after analyzing your current finances, we’ll work together on a strategy just for you that’s tailored to your goals and risk tolerance.

Group 213

With your custom plan in place, you can enjoy the confidence of knowing your goals and strategies are aligned.

Group 210

We’ll keep a watchful eye and adjust your plan as needed to help ensure it continues to serve you now and in the future.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Preserve the assets that can help you live the retirement you’ve always imagined.

How?

Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts

Probate

Charitable Giving

Estate Planning

Tax Planning

Insurance products are offered through the insurance business Divecha Financial, LLC. Divecha Financial, LLC, is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Divecha Financial, LLC, are not subject to investment advisor requirements. AEWM and Divecha Financial, LLC, are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Divecha Financial is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Ready to take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting
Register for a Event

Or CLICK HERE to stay connected with us by signing up for our informative newsletter.

Please provide the following information to get registered to receive our newsletter.

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.

Call Now Button