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Financial Planning

We Can Help You Reach Your Financial Goals

Chacon Diaz & Di Virgilio is an independent, fee-only fiduciary firm that is legally and ethically obligated to always do what is in your best interest. Since our founding in 2009, we have helped people successfully plan for their future, and we can do the same for you. No matter your life stage, optimal financial planning gives you the best chance to reach your goals and maximize your resources.

As Certified Financial Planners, we handle the financial planning and implementation process for you, learning about you, uncovering your needs, assessing your options, and creating the best plan for today and your future. Whether it be saving for retirement, spending in retirement, selling a business, transferring wealth to future generations, starting a new career/venture, paying off student loans/debt, funding college, or anything in between, we will help you get the best result.

Benefits of

Financial Planning

Optimal Planning Leads To Better Outcomes

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Uncover All Of Your Needs

You are unique. We discuss your desires, goals, and needs, including those needs that you aren’t even aware you have. No detail is missed, and no stone is left unturned.

Define Your Financial Values and Goals

What’s important to you? Living well in retirement, planning for your children, giving to charity, or anything in between. If you aren’t sure what you value, or what you should value, we help you discover the best path for you.

Determine and Implement the Best Strategies

Rest assured that no matter what your financial situation is we will assess and analyze all of the options, determining the best course of action for you and then putting that plan into action.

Ensure That Everything Remains Optimal

Our work is never done, as you and the world around you are always changing. We proactively manage your financial plan, adjusting the strategy and plan when needed to make sure that you continue to get optimal results.

Get the Most From Your Financial Planning

Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
Independent Fiduciary Firm
As an independent, fee-only- fiduciary firm, we are rare, as less than 15% of all advisors are fiduciaries.  Fiduciaries are ethically and legally bound to put their interests aside in favor of doing what is best for you.
Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
Certified Expertise
Less than 20% of financial advisors are Certified Financial Planners (CFP), less than 4% are Chartered Financial Analysts (CFA), and less than 3% are Certified Investment Management Analysts (CIMA). We have all three.
Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
The Value of our Team
You won’t work with just one person; instead, all of our experts are always put to work on your behalf, providing you with decades of combined experience and expertise.
We Do The Work For You
From start to finish, we manage your financial planning for you. Once the plan is set up, we do the day-to-day work for you, proactively ensuring that everything remains optimal.  That way, you can rest assured knowing that every detail is being looked after by experts, freeing you up to plan for other pursuits.
Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
We Keep You Informed
We tailor our personal communication to your preferences, so you can ensure that you always get exactly what you want information-wise with regards to your financial progress.
Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
We Are Here For You
Serving your wealth management needs is why we exist. We are proactive, highly responsive, and available when you need us.

Frequently Asked Questions

What Is Financial Planning?

Financial planning involves looking at your entire financial picture and advising you on achieving your short- and long-term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, financial planners develop valuable relationships with you to provide you with confidence for today and tomorrow.

Why Is Financial Planning Important?

It helps you set goals, manage your money, save, borrow wisely, invest, handle risks and taxes, plan for your estate, and more. Creating a financial plan can make it easier to achieve life goals, buy important things, save for education, retire comfortably, and deal with unexpected situations. Financial planning shows you where you stand financially, keeps you disciplined and introduces you to helpful strategies you might not have considered.

Who Can Benefit From Financial Planning?

Everyone. Optimization of current and future resources and liabilities excludes no one.

Do I Need a Lot of Money to Have a Financial Plan?

No. The sooner you start planning for your financial future, the better your results can be, regardless of your current wealth.

How Much Do Your Financial Planning Services Cost?

Financial Planning is an investment in yourself, and what you pay to get comprehensive planning done generally pays for itself within the first year. Depending upon the complexity of the situation and your needs, the financial planning rate is typically between $4,000 and $10,000. The fee is a one-time fee, paid in arrears upon completion.

Get the Most From
Your Wealth Management