A Note from Diana Apostolova
Good planning is more than just managing investments. I’ve been very fortunate to have a great group of clients over the years.
While each client is unique, there are a few commonalities that might help you determine if you would also benefit from my services.
Most of my clients are either retired, or within a few years of retirement.
They are long term investors, committed to having a custom asset management plan – not short term trading, buying and selling assets randomly, that may or may not achieve any meaningful results.
Although I have clients from all walks of life, most are family oriented, diligent individuals, with a life purpose that exceeds money and personal belongings.
I cherish their trust in my services, and I deeply value their friendship.
