"The best investment you can make is in yourself" - Warren Buffet
Our Journey Begins
Diligence Wealth Management, LLC emerged in 2010 as a beacon of personalized wealth building, nestled in the heart of Roseville, California. Founded by Elizabeth Daffner, the company quickly established itself as a trusted guide for individuals and small businesses seeking financial clarity and prosperity.
A Client-Focused Approach
Our mission revolves around building lasting relationships with our clients. We believe in a collaborative approach, working alongside you to understand your unique goals, dreams, and anxieties. Each client receives a customized roadmap tailored to their individual circumstances and aspirations.
Expertise Across the Financial Landscape
With extensive experience in investment planning, retirement strategies, and insurance solutions, our founder, Elizabeth Daffner, has honed her skills to navigate the complex world of finance. Our services encompass:
Services Offered
- Retirement Planning: Guiding individuals and businesses through the intricacies of retirement accounts, investments, and estate planning.
- Invest Your Future: Customizing investment portfolios to align with your financial goals and risk tolerance.
- Insurance Solutions: Finding the right coverage to safeguard your financial security and peace of mind.
- Wealth Management: Comprehensive guidance on wealth accumulation, preservation, and distribution strategies.
More Than Just Numbers
At Diligence Wealth Management, we understand that financial planning is about more than just numbers. We are dedicated to empowering you with the knowledge and tools to make informed financial decisions throughout your life. We provide ongoing support and periodic reviews to ensure your plan remains relevant and effective.
Our Guiding Principles
Our core values underpin our client-centric approach and drive our success:
- Transparency: Openly sharing information and answering your questions honestly.
- Integrity: Upholding the highest ethical standards and maintaining client confidentiality.
- Empowerment: Guiding you through the financial planning process and providing clarity every step of the way.
- Growth Mindset: Continuously learning and evolving to provide you with the most current and innovative solutions.
Overall Experience with Liz
The reviewers have had an exceptional experience with Liz, praising her professionalism, expertise, and kindness. They have appreciated her ability to listen, provide personalized guidance, and offer sound advice.
Key Strengths
Liz's strengths include her deep understanding of clients' needs, her ability to explain complex financial topics in simple terms, and her willingness to go above and beyond to ensure client satisfaction.
Appreciation for Liz's Expertise
Reviewers have appreciated Liz's knowledge and guidance on investment strategies, financial planning, and retirement planning. They have also praised her ability to educate them on available resources and offer actionable steps to achieve their financial goals.
