Strategies for Today...Opportunities for Tomorrow
Diamond Financial Group's unique approach to financial services focuses upon the development of strategies to minimize taxes while maximizing wealth building and wealth transfer. In addition to providing cutting edge financial strategies and education through seminars and personal consultations, we also offer a wide range of financial programs and services to individuals and business owners in beautiful Middle and East Tennessee.
Diamond Financial Group offers services such as
- Legacy Planning for the Generations
- Our Diamond Dossier Comprehensive Consultation
- Free Moral Audits of Current Investments
- Social Security Benefit Analysis
- Retirement Income and Investment Analysis
- Insurance and Tax Strategies
- Wealth Transfer Planning
- College Funding (Even for Grandchildren)
- Services to Small Business
- Customized Financial Strategies and Services
Diamond Financial Group offers programs such as
- IRAs (Traditional, Roth, Simple, SEP and Educational)
- Rollovers
- Annuities (Variable, Fixed and Indexed)
- Mutual Funds
- 401K Plans
- Profit Sharing Plans
- College Funding (Including Alternatives to 529 Accounts)
- Insurance (Life, Long Term Care and Disability)
Please call us if you have any questions about our firm or the range of financial programs and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a program or service you need, we know a group that does. Contact us today!