Wealth & Asset Protection
Protect what is most important through advanced planning techniques by employing offensive strategies including life insurance, long-term care, disability income, as well as other types of insurance.
Services
Our Approach
At Damefender, we actively and collaboratively partner with our clients and their network of advisors, to guide them on how to create financial strategies for their money, while also working to create strategies to prepare for the unexpected — we act as the defenders of our client's wealth.
Investment Management
We devise short and long-term strategies that align with your risk profile and goals.
Financial & Retirement Planning
We provide customized financial planning to set you up for retirement which includes saving and investing strategies, estate planning, tax strategies and philanthropic giving.
Financial Wellness
Let us help you spend less time worrying about money and more time making it. We prioritize financial well-being and offer our clients financial literacy workshops, seminars, and educational content. Contact us to book your next workshop.
Benefits of a Tax-Efficient Distribution Strategy
Change Your Financial
Future Today
Disclosure: No strategy assures success or protects against loss. LPL Does not provide tax advice, you should speak with your tax professional regarding your specific situation.
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Frequently Asked Questions
Yes, we are. As a fiduciary in advisory relationships, we are held to the highest standard of conduct, putting our client’s interest ahead of our own. What matters to you, matters to us.
Fiduciaries are expected to exercise a duty of care and a duty of loyalty to clients. All Investment Advisors working in an advisory capacity are registered with the SEC and are legally required to abide by fiduciary principles putting clients’ interests ahead of their own.
We believe in full transparency, letting our clients know our fees upfront. We work as both a flat-fee and fee-only advisor, depending on the services delivered. We charge a flat-rate for assets we manage with no incentives tied to individual products. As a fiduciary in advisory relationships, our interests are aligned in designing a plan that will address your financial goals.
It’s crucial to regularly review and update your financial plan, as your financial goals and market conditions evolve. What may have been suitable 12 months ago may not align with your current situation. At a minimum, it’s important to meet with your financial advisor at least once a year to provide updates about your financial circumstances and review your investment returns to ensure they have met your objectives.
It’s crucial to regularly review and update your financial plan as your financial goals and market conditions evolve. What may have been suitable 12 months ago may not align with your current situation. At a minimum, it’s important to meet with your financial advisor at least once a year to provide updates about your financial circumstances and review your investment returns to ensure they have met your objectives.
Working with an advisor is about planning for the future. While we have no formal minimum, we work best with clients who have a sense of urgency and are looking to partner with an advisor as trusted counsel.
We are flexible in how we work with you. We can manage your investment portfolio or design a customized financial plan for our clients, or do both. We want you to be comfortable in the manner you choose to work with Damefender.
All of our systems are encrypted, including emails, cloud-based storage systems, and our trading software which is protected by two-factor authentication process. We constantly seek to employ state-of-the-art technology that allows us to enhance our data security and remain vigilant when it comes to protecting our client’s data and privacy. We keep our client’s information confidential and adhere to the data privacy policies applicable to our clients.
Damefender’s founder, Zahya Beall, is a Certified Investment Management Analyst (CIMA®) and an Accredited Asset Management Specialist (AAMS®), who has spent her 20+ year career entirely in asset and wealth management. She has a depth of experience on the investment, insurance and financial planning side.
Beyond financial planning and investment experience, the team brings personal, real-life experience in caring for aging parents and navigating divorce.