Services To Help Your Business
Part of running a successful business is understanding financial choices available to business owners. At Diamond State Financial Group, we apply our expertise, resources, and tools to find long-term solutions that can help your business grow and succeed.
- Business Solutions
- Key Person Life Insurance
- Business Estate Planning
- Executive Bonus Policies
- The Golden Executive Bonus Agreement
- Preparing for Changes in Ownership
Goal Setting
- Financial needs analysis
- Financial positioning
- Budgeting and cash flow
- Fee-based financial planning
Risk Management
- Long Term Care Insurance
- Life Insurance
- Health Insurance
- Disability Insurance
Retirement
- 401(k)
- IRAs
- SEP and SIMPLE
- ERISA plans
Investment
- Stocks, bonds, and mutual funds
- Investment strategies
- Brokerage accounts
- College funding strategies
- Annuities
Tax & Estate Planning*
- Tax strategies
- Tax-favored investments
- Estate taxes
- Trust services
Seminars
- Speaking Engagements
- Financial Seminars
