Financial planning is extremely important and choosing the correct advisor or planner can be a taunting task. With a DC Inc Consultant as your financial advisor you get the peace of mind in knowing that someone truly cares about your financial goals as much as you do. We manage many diverse financial situations.
Planning your business finances with us is done through a smooth and hassle-free process. We examine six factors of your business finances: where you are now; what your competitors are doing; financial opportunities; lead generation, ways to attract and keep customers/clients; effective budgeting (budget allocation); and forecasting your finances.
Our financial planning program is best for those who want to take control of their future and begin build an estate for their family. We provide our clients with a comprehensive evaluation of their current pay and future financial state; developing financial goals; identifying various methods or POAs; evaluating alternatives; creating and implementing a financial plan; and reevaluating and revising the plan.
Implementing a risk management plan is essential in saving money and protecting your future. The benefit of having us as your risk management consultant is our sharing of information - we show you how to effectively identify, evaluate, and prioritize risks. Other services are establishing context, risk analysis, risk assessment, risk mitigation, and risk monitoring.
One of the most important aspects of setting you, your family, or your business up for financial success is the proper preparation and filing of taxes. We introduce our clients to the three types of tax planning: purposive, permissive, and long range and short range tax plannings to determine which type suits their needs. Tax planning is essential in understanding your tax bracket, the types of deductions available to you, and knowing which records to keep.
Whether you're an entrepreneur, business owner, or w-2 employee you should begin planning for your retirement the day your career begins. We help our clients determine and understand their time horizon, their retirement spending needs and expenses, calculating their after-tax rate of investment returns, assessing risk tolerance versus investment goals, and staying on top of estate planning.
Proper planning of your educational career is essential in succeeding and choosing the right university and program to meet your goals. Educational planning with us consist of identifying your needs; estimating needs costs; selecting the perfect education savings account to meet your needs; viewing and applying for scholarship, grants, and tuition opportunities; helping you understand financial aid; reviewing post-secondary education options; and preparing you for change. It's never too early to begin planning for your future.
Our wealth management program is an advisory service that combines other financial services to address the needs of all types of clients. From the average citizen to affluent and ultra-high-net-worth individuals, we do not discriminate on who we choose to take on as clients.
We assign you to a wealth management advisor who manages your wealth to meet your personalized needs. Your specialized wealth management advisor will develop a plan that will maintain and increase your wealth based on your financial situation, goals, and comfort level with risk. Our advisors meet regularly with you to update goals, review and rebalance the financial portfolio, and investigate weather additional services are needed.
Our clients benefit from a holistic and personable approach in which a single or group advisor(s) coordinates all the services needed to manage their money and plan for their own or their family's current and future needs. We allow offer each client the added benefit of choosing whether to work with a single advisor or team of advisors.
The best part of our program is our unique pricing structure. We offer three tiers of wealth management services and give every client the benefit of choosing which one suits their goals.
Good investment selection integrates portfolio objectives and associated fund costs to maximize long-term performance. We pride ourselves on research and analysis and we pay particular attention to the tax efficiency of every fund selected through computing the net current asset value per share and net asset value per share of every company your interested in purchasing stocks in.
For less experienced and more lower risk comfort level clients, we provide you with a pre-built portfolio that matches your specific financial goals and situation. While we are NOT licensed accountants or professional stock traders, we are very experienced in, and have successfully traded stocks and selected the right investments to meet both our clients and our financial needs.
We take an unconventional approach to investment selection and management - we put the needs of our clients ahead of our own. We provide our clients with information only on stocks and funds that we are familiar with through experience trading them or in-depth research and analysis.
While we are NOT licensed accountants or professional stock traders, we are very experienced in, and have successfully traded stocks and selected the right investments to meet both our clients and our financial needs.
Our clients can feel safe and comfortable working with our team of advisors because of our willingness to share our own personal stock preferences and invest in similar or the exact same stocks we have. Our success is dependent on you meeting your financial goals and your continued financial growth and development.
Work with you to create a financial plan to help you reach your goals. We advise our clients on financial planning, risk management, investment planning, tax planning, and retirement planning. For individuals who are new to financial planning, we help you set realistic goals, save for education, determine the type of insurance suitable for your needs, save and invest in ways that reduce your taxes, and build an estate to leave to your family or a charity.
Whether you oversee a business or want to figure out where your money is being spent, our bookkeeping services are designed to meet all of your financial tracking needs. If you're looking for a bookkeeper or want the resources to efficiently do it yourself, then give us a call.
Comprehensively manage high volumes of wealth for high-net-worth clients. We help our clients develop plans that will help them maintain and increase their wealth. We consider our clients' financial situation, goals and comfort level with risk to create their personalized plan to efficiently manage their wealth.
Diverse Consulting Inc (DC) is a professional services company offering coaching, business and other consulting services.
Our goal is to help our clients be successful, supporting them through our professional coaching and consulting services. To help them plan, execute, and manage projects efficiently.
3302 W. I-44 Service Rd.,
Oklahoma City, OK 73157