Diamond Financial Planning
You know the Diamond name. Now let our Financial Planning professionals understand your goals and objectives and put together a plan to help you realize your full potential. Diamond is proud to provide Financial Planning services featuring a full menu of products and services to help you keep your financial future on track.
Helpful Content

The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.

How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.

The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.