I assist my clients protect their assets and invest wisely through wealth accumulation, retirement planning, and tax strategies. To avoid the most frequent ways that many retirees ruin their finances, do not miss a complementary financial review. Call me at (585) 466-8119 or email me at dsa@WealthAdvisorsUS.com.
My mission is to help my clients secure a happy retirement. I can help set up and manage plans like:
- 401K and 403B plans
- Pension plans
- Key employee benefits
- Buy – Sell agreements
- Business exit strategies
- Life insurance
- Long Term Care insurance
- Group Benefits: Life, Disability Income, Dental and Vision Plans.
I can answer questions and provide advice on:
- Social Security
- Divorce and/or Loss of Spouse Planning
Diana Apostolova has earned a Bachelor Degree in Economics, Banking and Finance, Masters Degree in Financial Economics, Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded AXA Advisors’ Retirement Planning Specialist title. She also has Finra Series 7 & 66 Licenses and Life, Disability and Long Term Care Insurance License.