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.
Financial Planning
We Can Help You Reach Your Financial Goals
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
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
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.
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.
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.
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.
