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