Diane Esser

Diane Esser [ChFEBC℠, CPA, CFP®, RICP®]

W 177 N 9856 Rivercrest Drive
Suite 214
Germantown, WI 53022
(Hours by appointment only)

Original Certification Date: 3/3/2017

Organization: Direction Financial Management, LLC

Phone: 414-333-3396

Cell: 414-333-3396

Email: diane@directionforyou.com

Website: www.directionforyou.com

States Currently Licensed: WI

Primary State Insurance License #: 18828449

CRD #: 165985

CFP #: 170359

Primary Insurance Companies: None, I do not sell life insurance. I provide insurance needs analysis with no insurance product sales.

Primary Investment Companies: Investment consultation services provided on an hourly, fee-only basis. No investment product sales or commissions

Services: Financial planning on a fee-only, hourly basis, including retirement planning, savings strategy, investment consultation, insurance needs, cash flow planning, tax planning and Social Security planning. We work with Federal employees and those retiring within a few years.

Additional Information: I work closely with federal employees to design their retirement plan and also understand the benefits and options available