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Diane Rule

Diane Rule

Managing Partner

Diane Rule offers financial planning and wealth management guidance and specializes in dynamic investment processes. She utilizes equities, preferred stocks, bonds, exchange-traded funds, mutual funds, annuities, and alternative investments. She assists clients by developing investment portfolios to help them pursue their individual financial goals and earnings objectives.

With more than 25 years of experience helping families, she takes a proactive approach to providing holistic planning services. In addition to her degree in Paralegal and Business she holds FINRA Series 6, 7, 63, and 65 registrations. She also holds Life, Accident, and Health insurance licenses.

Diane has deep roots in her community as a resident for more than 35 years in Gloucester. As a former owner of a marina and a current business owner, Diane understands the challenges that business owners have. She can help with employee benefits, 401(k) plans, employee retention, continuity planning, succession planning, and more. She works with partners on buy/sell agreements. She can help closely held businesses transition to the next generation. She can work with employees on pension maximization strategies. 

Diane has worked extensively with municipalities as well as government employees. She has specialized in helping teachers maximize their 403(b) plans and edge closer to their retirement goals. 

Are you wondering how much you need to retire? Do you know if your nest egg is invested appropriately?
Which assets should you spend first for tax efficiency? Financial Planning is not a do-it-yourself project! You need a sounding board, access to specialists, appropriate research, and prudent strategies to help you edge closer to the lifestyle and retirement you deserve. Diane can be objective about your situation so you can gain a vital perspective and confidence in your financial future. She can help you organize and gain control of your complex financial life by listening carefully to fully understand your goals and help:

     - Build your retirement nest egg
     - Align your investments with your risk tolerance
     - Help your investments work as hard as you do
     - Plan a legacy for future generations
     - Help you properly title your assets so your family, and not Uncle Sam, are the beneficiaries.

Diane provides the tools and resources necessary for the financial health of clients and their desire for lifelong financial freedom. From mapping out a strategy to planning retirement income sources to legacy planning, Diane can provide the guidance and advice you need including wealth management, portfolio design, alternative investments and fixed income streams.