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Plan and invest for a lifetime

We believe in great financial content that is not only useful, but enjoyable to consume so that you DON’T INVEST AND FORGET!

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Knowledge creates confidence. Our team of financial professionals are obsessed with active and interactive education to help you reach your financial goals.

The DON’T INVEST AND FORGET team have been leaders in the financial services industry for more than 35 years. Powered by Proxy Financial, their message of proactive, goals-based financial planning is meant for a wide audience throughout both North and South America. With weekly radio shows, podcasts, education programs, virtual events and live seminars and anchored by a message of proactive and collaborative financial advice, the team hopes to continue to be a hub for those who seek great financial information for years to come.

Tune in to DIAF every Saturday on 810AM KGO and 1220AM KDOW at 9am (PST). Or via our Podcast DON’T INVEST AND FORGET on Google, Apple Play, Spotify or wherever you listen to podcasts.

Contact us today to schedule a complimentary consultation. 

As a thank you we will send our popular guide: The 50+ Retirement Guide.

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Click the button below to download your free copy of our 50+ Retirement Planning guide. You’ll also get an email with a link to your download so you can easily find it again. 

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