Diamond State Financial Group

Finding a career for life
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Solutions for Individuals
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Long Term Care
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Information for business partners, such as: Attorneys, CPAs, Retirement Plan Consultants and Trust Officers
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1st Quarter 2010 JP Morgan
"Guide to the Markets"

Congratulations to Chris Burgos, who was appointed as co-Managing Partner with Diamond State Financial Group (DSFG), effective October 1, 2009. Read More

At Diamond State Financial Group we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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Market Watch

March 10, 2010 @ 10:28 AM

Nasdaq Composite	2,357.70	+ 17.02
S&P 500	1,147.03	+ 6.59
Russell 2000	674.70	+ 5.07
10 Year Treasury Note	3.70	-

[ Markets | Charts | Quotes | Portfolio ]

Our firm has various representatives that are licensed to conduct business in CA,CT,DC,DE,FL,GA,IN,MA,MD,ME,MN,NC,NJ,NY,PA,RI,TX for non-registered insurance products only.

We also have various representatives that are licensed and registered to conduct business in the following states: CA,CT,DC,DE,FL,GA,IN,MA,MD,ME,MN,NC,NJ,NY,PA,RI,TX for non-registered and registered insurance products, as well as securities.

Diamond State Financial Group is independently owned and operated.