Products & Services












AREAS OF EXPERIENCE




  • 401K Rollover Services

     
  • Asset Allocation

     
  • Business/Small Business Planning

     
  • Cash Flow Planning

     
  • Debt liquidation

     
  • Education planning

     
  • Estate/Trust Planning

     
  • Goal Setting

     
  • Investment Management

     
  • Insurance Planning

     
  • Net Worth Analysis

     
  • Retirement Income Planning

     
  • Risk Management

     
  • Tax Planning

     
  • Social Security Optimization






PLANNING SERVICES



Diamond Wealth Advisors offers Planning Services with a variety of compensation structures depending on the client situation.


This Includes either:



  • Comprehensive Services

      
  • A La Carte Pricing

     
  • or an hourly billing basis






PRODUCTS OFFERED



Retirement Plans:

For Individuals: Roth & Traditional IRAs



For businesses/business owners:

SEP IRAs, SIMPLE IRAs, 401k Plans, Money Purchase Plans, Profit Sharing Plans, Cash Balance Plans.



Insurance: Life, Disability, & Long-term care. 



Cash & Banking Solutions | Annuities

Common Stocks | Bonds | ETFs

Mutual & Index Funds | College Plans

Asset Mgmt. | Brokerage Accounts