Financial Services
Our Mission at Financial Diversification Enterprises is to provide comprehensive financial, retirement and estate planning services focused on ensuring the preservation and protection of our client’s assets.
We do that by encouraging our clients to establish and implement a program that builds a solid financial foundation and tax-efficient estate plan. Based on individual needs, we customize programs that provide financial stability, promote tax-efficient and tax-free retirement, secure control over real property and asset portfolios, and provide timely distribution of their estates at death. We work with a team of professional advisors to implement the right steps in the right order in the right way to maximize achieving our client’s goals.
One of our unique specialties is to help families – parents and grandparents – of college-bound students to employ the latest in legal strategies to fund and pay for the student’s college education without compromising the stability and success of their overall financial foundation. We do this through our sister company Educational Funding Solutions.
Dennis Stewart
President
CA License 0C55924
