As an attorney, your time is valuable. Diamond State Financial Group can work with you to manage intricate compensation packages, address personal financial issues, or put a strategic financial plan in place that helps you meet your unique needs and future goals. Whether you need assistance for your practice, your personal life, or both, our financial professionals are well versed in the challenges and opportunities available to legal professionals. Benefit from a financial advisor who understands the risks and rewards of your profession and can provide sophisticated, convenient financial services to help you meet your life’s goals.
Contact us today for a complimentary, no obligation consultation.
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
