Diamond Chaflawee

WORK HISTORY

EDUCATION

SKILLS

ABOUT DIAMOND CHAFLAWEE

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help strive for your financial goals, you need not only a clear vision of what you want to pursue but also the proper toolkit and an experienced guide. As a Financial Planner with Financial Advantage Associates, Inc, I specialize in comprehensive financial planning services for a fee. I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them pursue their goals. My financial planning services cover: • Retirement planning • Investment Planning • Tax Planning • Estate planning strategies • Risk Management • Education planning • Funding for a Major Purpose Securities offered through Cetera Wealth Services LLC (doing business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic.#: 06•••76), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA License #: 43•••30. Financial Advantage Associates is independently owned and operated. 2101 Gaither Rd, Ste. 600, Rockville, MD 20850.