HOW MUCH ARE
YOU PAYING IN
Get your Investment Score and fee report with our complimentary analysis and see how it compares to what you currently have.
There Are Many Reasons to Get
aN INVESTMENT REVIEW EVERY YEAR...
Here's How to Get
Started on Your REPORT
REQUEST YOUR AUDIT
Fill in your information and complete the form to express your interest
Give us permission to access your records with just one signature
REVIEW YOUR REPORT
Receive a status report on the health of your policy alongside alternatives
CAN AN INVESTMENT REPORT Really Help Save Me Money
or Get More VALUE ON WHAT I HAVE?
Imagine how your outlook would change if you were able to find out how your investments would play out and, if necessary, be given outlined steps to enhance your probability for success. Would you feel less stressed as well as more confident and optimistic about your situation?
Carlos Dias Jr. has created an Investment Report that’s the most efficient, effective, and inexpensive way for you to know the probability rate of whether your investments are going to be a success – or failure.
“This Will Be There When I Need It Most…”
And so you moved on with life…
Maybe you got married…
Changed your job…
Or relocated to a new area…
Whatever YOUR SITUATION may be…
You always believed that your life insurance policy was going to be there to financially protect you and your family.
And That Was It! You ‘Check’ That Life Insurance Box Off Your List and You’re Set for Life.
But unfortunately, that’s just not the case…
What's Included in the REPORT?
Your Investment Review provides a rating from 1%-100% and scores the probability of success with the current plan. With a fee report, you’ll know what you’re paying in unnecessary fees. Here’s What You Get in the Report:
Schedule A Time to Review Your Results!
To take a closer look at your retirement plan and the potential tax landmines to
be aware of, schedule a time to meet with me.
REVIEW OR REPORT
Who Provides the REVIEW
Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, offering strategic financial planning services to business owners, executives, retirees, and professional athletes. As an instructor and presenter for multiple CPA societies, he’s educated over 100,000 accountants, attorneys, and business professionals on integrating different investments and insurance products when developing tax, estate, and long-term care plans.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in several publications including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He’s also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish.