Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Listen to this informative Legacy Leaders episode with J. Diane Robinson

about making financial planning accessible for everyone

Here is what to expect on this week’s show:

● J. Diane's background growing up in poverty and her passion for helping others led her to become a financial expert who believes that financial planning is not exclusive to the affluent, making it accessible and beneficial for blue-collar families as well.

● J. Diane stresses the importance of early financial planning, advising individuals to start by age 30 for retirement security and family protection. J. Diane also underscores the importance of estate planning, noting that even younger individuals have default estate plans that may not reflect their wishes if not carefully considered.

● J. Diane discusses the client-focused financial planning process involves understanding individual needs and gathering information to create a customized financial plan. This approach includes meeting clients in their own comfortable environment to discuss their goals and concerns.

● J. Diane recognizes the importance of sharing memories, values, and knowledge with loved ones, ensuring that her impact is felt for years to come.

Connect with J. Diane Robinson:

Website: https://www.jdianerobinson.com

Website: https://innovationpartnersllc.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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