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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

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

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How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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