The 5 D’s

Safeguard your business against the unpredictable with the "5 D’s" strategy: Death, Disability, Divorce, Disagreement, and Distress. Effective planning can mitigate risks and secure your business’s future. Are you prepared for life’s unexpected events? Ensure your team knows the plan, your assets are protected, and your estate is prepared. Annual reviews with a Certified Exit Planning Advisor (CEPA) can keep your strategy relevant as your business evolves. Let’s protect what you’ve built.

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Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.