Diana Johnston
CLU®, ChFC® CASL,® LUTCF®

CONNECT

Address:

1477 S Knowles Avenue, Suite 101
New Richmond, WI 54017

Phone:

715-246-5544

Fax/Other:

715-246-3070

Value Added

Value Added

Value Added Services Provided by the Professionals at Hometown Investments & Insurance Services, LLC.:

  • Performing due diligence on a wide variety of products
  • Assisting clients with a financial plan that can change with a car accident, a death, a birth, a marriage, a divorce, or a myriad of other things
  • Keeping clients "balanced, yet flexible" in response to constantly changing markets
  • Educating clients about opportunities and risks
  • Helping clients to realize what they can comfortably spend
  • Coaching clients through difficult decisions
  • Staying current on industry trends so that you don't have to
  • Dealing with complexity
  • Helping clients really know what they own
  • Setting and re-setting realistic expectations
  • Explaining money and wealth to your family
  • Helping spouses align their expectations
  • Revealing the real fees and costs to financial products
  • Helping clients overcome procrastination
  • Helping business owners create wealth uncorrelated with their day-to-day business
  • Helping highly skilled professionals enjoy liquidity earlier in their lives
  • Explaining the importance of international exposure
  • Spotting the real risks and possible negative consequences that could hit a family's finances
  • Helping clients understand financial markets and guide them accordingly
  • Deciding if managed money or discretionary stock picking is better suited for you
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck