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