Your Partner in Helping You Manage Your Financial Strategy

Welcome to Diane Zing's Web Site, where you’ll find a wealth of information relevant to forming a comprehensive financial plan to help you reach your most important financial goals.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation and when working towards achieving financial independance. In these difficult times, working with an experienced professional, like Diane, can help you pursue your financial goals in a more organized way. With the resources Diane has available to you as a client, important information to help you reach your financial goals is top priority.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who Diane and Trilogy Financial Services are; and to give you fast, easy access to market performance data. We hope you take advantage of these resources and visit us often.

Be sure to add this site to your list of "favorites" in your Internet browser. Information is frequently updated, and we wouldn’t want you to miss any developments in the area of personal finance. Experience the difference, see how Diane's dedication, drive, and integrity can help you be better positioned for prosperity.

Feel free to contact Diane if you would like to review your financial situation and to see how she strives to help you reach your financial goals.

" I work with my clients to help them build wealth and maximize potential return on investments while minimizing tax consequences. The goal is to be prepared for financial needs all through life, while creating the ability to retire when and how they want, with the lifestyle they expect." - Diane Zing

Diane Zing
(303) 300-3323 x5205
diane.zing@trilogyfs.com
Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

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