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Divecha Financial, LLC
Divecha Financial, LLC

Divecha Financial, LLC

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Introduction: I work with retirees and pre-retirees to construct and implement a plan that is dependable but flexible based on their goals. By planning correctly, my clients can avoid costly mistakes, some mistakes many aren't even aware they are making. I enjoy sitting down with people and explaining concepts and strategies that can further their progress towards retirement. Everyone is different with different goals and dreams, and I find it incredibly rewarding when I can help them achieve those goals.
Overview

2 employees

11 years in business

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FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I always offer a complimentary consultation. Step one, is getting to know if the client and advisor are a right fit. It's sort of like dating, if we like one another, we will schedule a second appointment. I never charge for an initial consultation, but will review my fees with the client so they can make an informed decision on whether they would like to hire me or not.

  • What education and/or training do you have that relates to your work?

    I specialize in Retirement Planning and asset distribution strategies. I hold the CRFA designation, which stands for, "Certified Retirement Financial Advisor."

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