Five Star Professional 2012 – 2020*
Passionate about helping individuals, families & business owners
Enjoys camping and hiking with her family in the Rocky Mountains
Dedicated Rotarian who’s passionate about community service
Will video conference with clients to make it easier
“My goal is to 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’s financial planning practice focuses on meeting the needs of multi-generational families and entrepreneurs, with a concentration on the financial complexities surrounding their goals for various stages of life. She uses a comprehensive approach and believes in a realistic assessment of today’s complex financial environment. Diane balances her clients’ goals in order to create strategies that maximize efforts to help preserve and sustain wealth to benefit multiple generations, and various philanthropic passions her clients might have.
Diane is an Investment Advisor Representative with Trilogy Capital, Inc. Within her first year at Trilogy, Diane was awarded the “Rookie of the Year” status award,** and the following year, she continued this level of achievement and was awarded the “Rising Star” award.*** Diane has received the Five Star Wealth Manager award from 2012-2020.* Diane has been a top over-all producer for her office since joining Trilogy. Prior to joining Trilogy, she spent several years as a successful senior business professional with expertise in account management, revenue & goal plan implementation, and project & team management. Her results positively impact short and long-term objectives.
When not focused on helping her clients, Diane is completely focused on her family. Their home is nestled in the foothills outside of Denver, surrounded by various state parks and national forests. The Zing family are serious sports fans and equally enjoy hiking and camping “just outside their back door” in the Rocky Mountains, where wildlife and wilderness are abundant.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017/2018/2019/2020 Five Star Wealth Managers.
**The Rookie of the Year award is given to the advisor that started in the field in the 4th quarter of the previous year and had the most weighted production in the current year.
***The Rising Star award is given to the advisor with the highest weighted production for the past 24 months and started in the field within the last 36 months.
The key to being as efficient as possible about how much one pays in taxes requires careful consideration of the big picture. At the end of the day, SOME form of income tax will be paid, either when it is received upon earning, or when it is withdrawn from a qualified plan “down the road” in retirement.
The average person doesn’t necessarily want to become an expert on taxes, but they certainly don’t want to pay more than they have to, either. Hence the reason many people and businesses reach out for help.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.