Diane Maroukian, RICP, CLTC, MDRT Qualifier

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

I  hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information, and I wouldn’t want you to miss any developments in the area of personal finance.

My specialty is Retirement Planning including prioritizing client's retirement income needs, estate planning and other retirement concerns. 

Other individualized services include 529 Educational Savings, Family Life Protection, Disability Income Protection, Estate Planning and Long Term Care.

I look forward to hearing from you.  My email address is Diane_Maroukian@lifevalueplanning.com.