About the Investment Advisory Firm
Empowering Your Wealth with Cutting-Edge Precision,
Powered by AI and Data-Driven Insights
Your Path to Financial Prosperity Begins Now
At Diversified Consumer Planning LLC, clients come first. We help individuals, families, and institutions to grow, manage, and distribute capital effectively. With a commitment to excellence and sustainability, we deliver first-class services that meet financial goals and help create stronger communities and a brighter future for all.
Who We Serve?
Data & Technology Professionals
We align with the goals of data scientists, engineers, and IT pros, offering financial strategies that match their innovative mindset.
Active-Duty and Veteran Submariners
Specializing in financial planning for Submariners, we provide expert guidance tailored to the unique challenges of military life.
High-Net-Worth Individuals
Our tailored strategies help high-net-worth individuals manage, grow, and protect their wealth with confidence and clarity.
Technology Enthusiasts
We cater to those passionate about innovation, leveraging cutting-edge tools to achieve smarter, data-driven investment outcomes.
Let Diversified Consumer Planning LLC Guide You to Financial Growth
Asset Management Group Services:
Wealth Management
We empower your wealth with cutting-edge precision. We utilize AI and data-driven insights to create a custom and comprehensive plan.
Retirement Plans
With our personalized retirement planning at Diversefied Consumer Planning LLC we help you achieve peace of mind and financial freedom in retirement.
Investment Planning
Using advanced financial instruments and market strategies, we create investment plans that align with your goals, ambitions, and priorities.
Family Wealth Management
At Diversifies Consumer Planning LLC, we understand that no two families are similar and ever-evolving. Hence, we tailor strategies to meet your family’s ever-changing financial needs.
College Planning
Secure your child’s future with a 529 plan! As inflation drives college costs higher, our smart college investment plans can help you stay ahead.
Tax Planning
For high earners, taxes can be the largest expense. Our proactive tax planning strategies can minimize your tax bill and increase your income.
What Makes Us Unique
Confidence
With our team of extensive financial experts experience a smooth transition to wealth growth and retirement.
Clarity
Transparency is paramount to us. That is why we provide 24/7 support to our clients and thoroughly discuss every strategy with them.
Certainty
We use AI and Data-Driven insight to create a tailored, comprehensive plan to ensure precision and confidence in managing your financial future.
Secure Your Long-Term Success with Strategic Planning
At Diversified Consumer Planning, we are passionate about helping our clients turn their financial goals into reality through personalized financial strategies. Just as no two people are alike, neither are their financial needs. That’s why we craft customized plans designed to align with your ambitions.
- We’ll guide you through our Diversified Consumer Planning investment advisory process to:
- Determine the ideal insurance coverage for your family or business.
- Plan for a comfortable retirement with tailored savings goals.
- Create new income streams through smart investments.
- Fund your children’s education with confidence.
- Leave a lasting legacy of generosity through strategic financial planning.
We take the time to deeply understand your changing life, family dynamics, and financial goals. Then we use AI and Data-driven to create right solutions for you.
Our Team: Your Trusted Partners
Meet Our Expert Team, Committed to Safeguarding Your Financial Future
Chris Meyers
President and Registered Investment Advisor (RIA).
Chris has consistently delivered outstanding performance in investment management since 2009, establishing a robust track record that inspires client confidence.
Dennis Crawford
Chief Investment Officer (CIO) and Registered Investment Advisor (RIA).
Dennis leverages more than four decades of invaluable investing experience, solidifying his position as a trusted Registered Investment Advisor, ensuring client confidence.
Christi Crawford
Chief Operating Officer (COO) and Head of Client Success.
Christi brings over four decades of dedicated experience to her role, effectively overseeing operations and providing exceptional client service, fostering unwavering client confidence.
Frequently Asked Questions
Diversified Consumer Planning LLC offers comprehensive financial planning and investment advisory services. Our expertise includes retirement planning, wealth management, tax-efficient strategies, and personalized portfolio management tailored to your unique financial goals.
At Diversified Consumer Planning LLC, as fee-only advisors, we are paid directly by our clients, not through commissions. This ensures unbiased advice and eliminates conflicts of interest, allowing us to prioritize your financial well-being.
Diversified Consumer Planning financial planning strategies incorporate tax-efficient investing to maximize your returns. We analyze your portfolio, tax situation, and future needs to minimize tax liabilities while aligning with your long-term financial objectives.
Diversified Consumer Planning LLC stands out with a client-focused approach, fee-only investment advisory services, and personalized financial planning. We emphasize transparency, trust, and using advanced financial tools to tailor solutions that meet your specific goals.