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White Papers

The DSFG White Papers' goal is to provide investment and financial updates. The White Papers provide commentary on what current events are impacting the financial consumer.


 2021 Tax Planning (12/2020)

UNDERSTAND WHERE YOUR FEDERAL TAX DOLLARS GO. In this guide, we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

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 Preparing for a Satisfying Retirement (09/2020)

Many Americans may not understand how to fully take advantage of their employer-sponsored retirement plans. We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.

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 5 Ways to Stay Confident in Retirement (06/2020)

While you can't be certain what the future holds, you can strategize for the retirement life you want — and take these five steps to help you get there with confidence. 

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 The SECURE Act: What Does it Mean for You? (04/2020)

The SECURE Act was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes. Now, more than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy going forward. Meanwhile, for an overview of what to expect from this new legislation, read on.

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 Seven Principles of Long-Term Investing (01/2020)

We hope you find this report educational and informative.  You may incorporate the principles in this report into your retirement strategy to help pursue your investment goals. 

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 Estate Strategies (05/2019)

Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. This whitepaper outlines critical elements worth considering when creating your own estate strategies.

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 Retirement Questions for Educators - Updated (05/2019)

As an educator contemplating the transition from work to retirement, we understand that you may have several questions about when and how you can retire. This report addresses some common questions and offers strategies to help you prepare for a comfortable retirement.

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 5 Retirement Mistakes Small Business Owners Make - Updated (05/2019)

As a business owner, you face unique challenges and opportunities when building your financial future. This special report provides insights on mistakes to avoid and steps to take for building the retirement you desire— while managing your myriad responsibilities.

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 Women & Investing Guidebook - Updated (05/2019)

Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day.

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 The importance of age 59.5 (8/2018)

A whitepaper on why 59.5 years old is an important age

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 4 Critical Social Security Facts (6/2018)

A whitepaper on changes to Social Security that were implemented in 2018

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 Helping Hand Whitepaper (6/2018)

Giving Back with Strategic Philanthropy

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 Financial Wellness Whitepaper (4/2018)

Unlocking the Treasures to Financial Wellness.

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Our Team

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121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
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UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

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