Our Services

Whether you have business or personal financial goals we have the right services to help you reach your potential

Personal
Services

Annuities

We offer Indexed, Fixed and Variable Annuities for clients who are looking for growth and guaranteed future incomes.

Roth IRA

Tax Deferred Individual Retirement Account with the potential for Tax Free Distributions.

Traditional IRA

Do you have an old previous employer retirement plan? Take control of your retirement dollars with A Direct Rollover to a Traditional IRA.

Health Savings

Make a tax deductible contribution to an HSA that can be used to cover medical expenses.

Investment Advisory

Having an investment advisory fee-based account puts you and your advisor on the same side of the table. Have a portfolio built specifically for you. No commissions.

Brokerage Accounts

Full service Brokerage Accounts available for clients who like to make their own investment decisions, but still would like a relationship with an Advisor.

Life Insurance

Risk Management is one of the cornerstones of your financial plan. We offer term life, whole life and disability insurance. Protect your family and your income.

Mutual Funds

Our open architecture allows us to choose from the universe of mutual funds for our clients.

Retirement Planning

Retirement means different things to different business owners. We will work closely with you to build a plan that meets your retirement expectation.

401K

Whether you have an existing 401k or your are considering establishing a new plan our team can guide you through the process of implementing the right strategy for your business while providing ongoing support to the organization and the participants.

SEP IRA

Available for business who would like to grow their retirement nest egg with unlimited access to investments such as stock, mutual funds, bonds and insurance.

Security Backed Lending

Looking for a Line of Credit? This self banking option may work for you. The ability to pledge your cash, stock or mutual fund account for access to working capital.

Life Insurance

Life Insurance can be a means to protect your family, protect your business and create a legacy for your family.

Tax Strategies

How important is it to manage your taxes efficiently? We have access to strategies that can reduce your tax liability and improve your cashflows and networth.

Business
Services

Financial
Planning

Financial Planning

The core of our Advisory Practice is ensuring our clients have a financial blueprint to reach their goals. Has a home ever been built with our the architectural blueprint? Are you building your financial house without one?

 

“A goal without a plan is a wish.”

 

We have made the financial planning process easy for you.

Prospectus Offering:
Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Diamond Equity Advisors or directly from the mutual fund, insurance company, or offering entity.

Prospectus offering for ETF:
Exchange Traded Funds are not suitable for all investors. Before making any purchases you should carefully read the prospectus or product description if a prospectus is not available. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Diamond Equity Advisors.