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
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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
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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
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