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.


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


  • 401(k)
  • IRAs
  • SEP and SIMPLE
  • ERISA plans


  • 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


  • Speaking Engagements
  • Financial Seminars