Profile
First Name
Pauly
Last Name
Dee
Professions
Employee Benefits/Group Health
Industry
Benefits & Insurance
Chapter
B2C NOVA
Member Role
Core Member
Member Bio
I believe life is about freedom—the freedom to spend time with family, to enjoy the moments that matter, and to build a future without financial stress. I’ve seen too many hardworking people sacrifice what truly matters chasing success, only to realize too late they missed the best parts of life.
That’s why I do what I do.
I’m Paul “Pauly Dee” Diaz, Managing Director & Advisor for Business and Family Benefits at The Diaz Financial Group. With 17 years of experience and licensing in 42 states, I help business owners, families, and individuals create tax-free retirement, lifetime income, and zero-stress healthcare protection. Whether it's Medicare, dental and vision plans, or affordable health insurance for small businesses and 1099 contractors, I make sure people get the right coverage—without the overwhelm.
For me, family always comes first. I’ve been happily married for 28 years, raising three amazing kids, and I’m passionate about fishing, foraging, music, and making memories that matter.
Success isn’t just about money. It’s about freedom. And that’s what I help people build—one plan at a time
That’s why I do what I do.
I’m Paul “Pauly Dee” Diaz, Managing Director & Advisor for Business and Family Benefits at The Diaz Financial Group. With 17 years of experience and licensing in 42 states, I help business owners, families, and individuals create tax-free retirement, lifetime income, and zero-stress healthcare protection. Whether it's Medicare, dental and vision plans, or affordable health insurance for small businesses and 1099 contractors, I make sure people get the right coverage—without the overwhelm.
For me, family always comes first. I’ve been happily married for 28 years, raising three amazing kids, and I’m passionate about fishing, foraging, music, and making memories that matter.
Success isn’t just about money. It’s about freedom. And that’s what I help people build—one plan at a time
Contact Details
Website
www.DiazGrp.comCompany Details
Company Name
The Diaz Financial Group
Job Title
Managing Director
Street:
5501 Merchants View Sq # 741
City:
Haymarket
State:
Virginia
Zip code:
20169
About Us
The Diaz Financial Group
Creating a Win-Win for Employers and Employees
Business strong. Family free. That’s the plan with Pauly Dee.
At The Diaz Financial Group, we believe true success isn’t just about revenue—it’s about freedom. The freedom to enjoy life, care for your family, and protect what you’ve worked so hard to build. That’s why we exist: to help individuals, families, and business owners create financial stability, protect their future, and live life with less stress and more peace of mind.
Founded by Paul “Pauly Dee” Diaz, a U.S. Army veteran with over 17 years of experience in financial and benefits consulting, The Diaz Financial Group is licensed in 42 states and nationally certified in Medicare. Our mission is to deliver customized financial and healthcare solutions that help you grow wealth, protect your health, and gain back your time.
Creating a Win-Win for Employers and Employees
Business strong. Family free. That’s the plan with Pauly Dee.
At The Diaz Financial Group, we believe true success isn’t just about revenue—it’s about freedom. The freedom to enjoy life, care for your family, and protect what you’ve worked so hard to build. That’s why we exist: to help individuals, families, and business owners create financial stability, protect their future, and live life with less stress and more peace of mind.
Founded by Paul “Pauly Dee” Diaz, a U.S. Army veteran with over 17 years of experience in financial and benefits consulting, The Diaz Financial Group is licensed in 42 states and nationally certified in Medicare. Our mission is to deliver customized financial and healthcare solutions that help you grow wealth, protect your health, and gain back your time.
Services Provided
Our Core Solutions:
Creating a Win-Win for Employers and Employees
At The Diaz Financial Group, we help business owners, families, and individuals build lasting financial security—with zero stress and zero guesswork. Our flagship GOALL Program is at the center of everything we do, empowering employees and employers alike to grow wealth, protect their future, and live life with freedom and peace of mind.
Flagship Offering – The GOALL Program - For Business Owners, Employees, Individuals & Families
Growth Only Automated Life & Legacy
The GOALL Program is a voluntary benefit that gives employers a powerful way to attract and retain top talent—while helping employees build tax-free wealth with living benefits they can use throughout their life.
Unlike a 401(k), which is tax-deferred and subject to market risk, the GOALL Program provides:
Tax-Free Retirement Income
Access to Living Benefits both before and during retirement, including:
Critical Illness
Chronic Illness
Terminal Illness
Critical Injury
Zero Market Risk and guaranteed growth potential
Legacy Protection for their loved ones
A powerful tool to enhance employee retention and satisfaction
No cost or administrative burden to the employer
This is not just a retirement plan—it’s a life plan that works now and in the future.
For Families & Individuals:
Affordable Health Insurance (ACA & Private Plans)
Medicare Plans (Advantage, Supplements, Part D)
Dental & Vision Insurance
Final Expense & Life Insurance
Tax-Free Retirement Planning (IULs & Annuities)
College Planning & Wealth-Building Strategies
Business Owners & Employers:
Affordable Health Insurance (ACA & Private Plans)
Employee Dental, Vision & Voluntary Benefits
GOALL Program – Tax-Free Wealth, Living Benefits & Employee Retention
Preventative Health Initiative – $500/Employee in Tax Credits
Business Funding & Lending Solutions
Creating a Win-Win for Employers and Employees
At The Diaz Financial Group, we help business owners, families, and individuals build lasting financial security—with zero stress and zero guesswork. Our flagship GOALL Program is at the center of everything we do, empowering employees and employers alike to grow wealth, protect their future, and live life with freedom and peace of mind.
Flagship Offering – The GOALL Program - For Business Owners, Employees, Individuals & Families
Growth Only Automated Life & Legacy
The GOALL Program is a voluntary benefit that gives employers a powerful way to attract and retain top talent—while helping employees build tax-free wealth with living benefits they can use throughout their life.
Unlike a 401(k), which is tax-deferred and subject to market risk, the GOALL Program provides:
Tax-Free Retirement Income
Access to Living Benefits both before and during retirement, including:
Critical Illness
Chronic Illness
Terminal Illness
Critical Injury
Zero Market Risk and guaranteed growth potential
Legacy Protection for their loved ones
A powerful tool to enhance employee retention and satisfaction
No cost or administrative burden to the employer
This is not just a retirement plan—it’s a life plan that works now and in the future.
For Families & Individuals:
Affordable Health Insurance (ACA & Private Plans)
Medicare Plans (Advantage, Supplements, Part D)
Dental & Vision Insurance
Final Expense & Life Insurance
Tax-Free Retirement Planning (IULs & Annuities)
College Planning & Wealth-Building Strategies
Business Owners & Employers:
Affordable Health Insurance (ACA & Private Plans)
Employee Dental, Vision & Voluntary Benefits
GOALL Program – Tax-Free Wealth, Living Benefits & Employee Retention
Preventative Health Initiative – $500/Employee in Tax Credits
Business Funding & Lending Solutions
Ideal Customers
Our Ideal Customers
At The Diaz Financial Group, we work with people who are building something that matters—whether it’s a business, a family, or a lasting legacy. Our services are designed to create financial security, eliminate guesswork, and deliver long-term peace of mind. Here’s who we serve best:
Commissioned Employees (e.g., sales professionals, mortgage brokers, financial reps) who want flexible, tax-free wealth-building tools that aren't tied to a 401(k)
For Business Solutions:
Small to Mid-Sized Business Owners – You’ve worked hard to build your business. Now you want to reduce your tax burden, increase profitability, and provide your team with benefits they actually value—without increasing costs. We help business owners turn overhead into opportunity.
CEOs, COOs, and CFOs – You’re responsible for the company’s financial health. We support your goals with strategies that enhance growth, improve employee retention, and protect your bottom line through tax-advantaged programs and custom benefits planning.
Contractors & Home Service Professionals – In industries with high turnover and seasonal staff, traditional benefits don’t work. We offer flexible, high-value solutions to attract and keep great talent—without added administrative burden.
Realtors and Real Estate Teams looking for long-term, tax-free retirement strategies and income protection that goes beyond traditional savings plans
Franchise Owners – Whether you manage one location or many, we provide scalable group health and financial planning strategies that align with your growth goals while supporting your workforce.
Nonprofit Organizations – We help nonprofits unlock federal tax credits—up to $500 per enrolled employee—while delivering wellness and healthcare support that fits your mission and budget.
1099 Contractors & Self-Employed Professionals – You want the benefits of a W-2 employee without giving up independence. We offer personalized, tax-free healthcare and retirement solutions designed just for you.
For Family & Individual Solutions
Pre-Retirees & Retirees – From Medicare to guaranteed lifetime income, we help you protect what you’ve earned and retire with confidence.
Young Families – Secure your family’s future with college planning, life insurance, and smart retirement strategies that grow with you.
High-Income Professionals – Reduce tax exposure and build lasting wealth with tax-free retirement tools and legacy planning.
Individuals Without Employer Coverage – We help you find affordable ACA or private health plans tailored to your needs and budget.
At The Diaz Financial Group, we work with people who are building something that matters—whether it’s a business, a family, or a lasting legacy. Our services are designed to create financial security, eliminate guesswork, and deliver long-term peace of mind. Here’s who we serve best:
Commissioned Employees (e.g., sales professionals, mortgage brokers, financial reps) who want flexible, tax-free wealth-building tools that aren't tied to a 401(k)
For Business Solutions:
Small to Mid-Sized Business Owners – You’ve worked hard to build your business. Now you want to reduce your tax burden, increase profitability, and provide your team with benefits they actually value—without increasing costs. We help business owners turn overhead into opportunity.
CEOs, COOs, and CFOs – You’re responsible for the company’s financial health. We support your goals with strategies that enhance growth, improve employee retention, and protect your bottom line through tax-advantaged programs and custom benefits planning.
Contractors & Home Service Professionals – In industries with high turnover and seasonal staff, traditional benefits don’t work. We offer flexible, high-value solutions to attract and keep great talent—without added administrative burden.
Realtors and Real Estate Teams looking for long-term, tax-free retirement strategies and income protection that goes beyond traditional savings plans
Franchise Owners – Whether you manage one location or many, we provide scalable group health and financial planning strategies that align with your growth goals while supporting your workforce.
Nonprofit Organizations – We help nonprofits unlock federal tax credits—up to $500 per enrolled employee—while delivering wellness and healthcare support that fits your mission and budget.
1099 Contractors & Self-Employed Professionals – You want the benefits of a W-2 employee without giving up independence. We offer personalized, tax-free healthcare and retirement solutions designed just for you.
For Family & Individual Solutions
Pre-Retirees & Retirees – From Medicare to guaranteed lifetime income, we help you protect what you’ve earned and retire with confidence.
Young Families – Secure your family’s future with college planning, life insurance, and smart retirement strategies that grow with you.
High-Income Professionals – Reduce tax exposure and build lasting wealth with tax-free retirement tools and legacy planning.
Individuals Without Employer Coverage – We help you find affordable ACA or private health plans tailored to your needs and budget.
Employee Count of Clients
50-250 employees
Revenue Size of Clients
$1M-$15M