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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
The true cost of raising a child may be far more than you expect.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A special needs trust helps care for a special needs child when you’re gone.
All about how missing the best market days (or the worst!) might affect your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about the importance of having an estate strategy in this helpful and informative video.
$1 million in a diversified portfolio could help finance part of your retirement.