Services Provided

Comprehensive Financial Planning– By identifying the financial strengths and weaknesses of individuals/families/businesses, we can provide sound advice and implement strategies to improve our clients overall position and finances.
Wealth Management - We utilize many strategies and products to create a truly diverse portfolio best suited for our given clients with tax efficiency, gains, appreciation, and the minimalist of fees in mind.
Estate Planning – By understanding a client’s needs we are able to minimize or possibly eliminate estate tax issues; understanding what the family needs are; wealth transfer to heirs; avoiding probate; addressing living trusts.
Education Planning – We have helped many clients in implementing plans for their children’s educational funding needs and when they enter college.
Taxes – Although we are not CPA’s and enrolled agents, and do not provide *tax advice, we provide tax planning strategies to minimize both federal and state taxes all geared to a client’s given situation. ( *Please seek tax advice with your CPA or enrolled agent)
Insurance - We provide a large and wide variety of insurance products from Workers Compensation, life, disability, annuities, health, long-term care, auto, home owners, general liability, commercial, business and personal insurance, malpractice--All insurance can be provided on a personal or group basis.
Retirement Planning – We can provide an analysis of your retirement status, and outlay a plan to accomplish this most important goal, to give you that peace of mind that you are doing the best for yourself and your family.
Business Planning – We tend to discover that many business owners do not truly capitalize their businesses to their advantage. Being business owners ourselves we fully appreciate and understand your position and what you go through. We uncover the untapped ‘gems’ of your business. You will find that we utilize many techniques and strategies to fully maximize your business and make use of all advantages it has to offer so you can be more profitable.
401(k) – 412, Employer and Employee Benefits

Securities offered through Newport Coast Securities, Inc. 18872 MacArthur, 1st Floor, Irvine, CA 92612, Phone: 800-992-5592 FINRA SIPC All investment strategies have risks. Past performance and/or forward statements are never an assurance of future results. Only a sponsor’s Private Placement Memorandum or Prospectus is controlling. Diligent Financial Group, Inc. and Newport Coast Securities, Inc. are not affiliated.

Nothing contained herein shall constitute an offer to sell or a solicitation of an offer to buy any security. Such offers may only be made by written prospectus and only in a jurisdiction where the security is duly registered or exempt from registration therein.

© 2008 Diligent Financial Group, Inc.
20241 Birch Street, Suite 100, Newport Beach, CA 92660
Phone: 949-468-0357 Fax: 866-268-9874