Diane Esser [ChFEBC℠, CPA, CFP®, RICP®]
W 177 N 9856 Rivercrest Drive
Germantown, WI 53022
(Hours by appointment only)
Original Certification Date: 3/3/2017
Organization: Direction Financial Management, LLC
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