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Founder and President,
Dias Wealth LLC
Phone: 321.926.0936 ext. 1 | 877.926.0086 ext. 1
Website: www.carlosdiasjr.com | www.diaswealth.com
Carlos Dias Jr. is a financial adviser, public speaker and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 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 trilingual, fluent in both Portuguese and Spanish.
Estate planning ensures financial security for your loved ones if something should happen to you by protecting your hard-earned assets – such as your home, investments, retirement accounts and life insurance.
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In many instances, there are some things that your financial adviser may not want you to be aware of, and they can be costly in the long run.
Whether you want control with a private foundation or confidentiality and fewer restrictions with a donor-advised fund, each of these has its own place.
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How to find out if your financial adviser is misleading you about their credentials, and what steps you can take to protect yourself.
The basics of how annuities work, how they can provide a lifetime stream of retirement income, their pros and their cons.
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