Comprehensive Financial Planning
We have been helping people reach their goals for over 22 years
At The Blue Diamond Group we know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So we help each of our clients develop a strategy tailored to their unique needs and goals.
The Blue Diamond Group can help you work toward your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services — and we deliver them when, where and how you want them. It's your choice.
Blue Diamond Group offers:
- Asset-allocation -Strategies designed to balance your portfolio to reflect your need for growth or income.
- Estate planning – For helping protecting your heirs from substantial delays, fees and taxes.
- Performance Reviews - Annual or more frequent reviews of your financial position.
- Coordination of recommendations from your attorney, accountant and other professional advisors.
- Individual Accounts – A brokerage account opened in the name of one person.
- Joint Accounts – A brokerage account that is owned by together (jointly) by two or more people.
- Custodial Accounts – A brokerage account that is managed by an adult for a minor that is under the age of 18.
- 529 Account – College Savings account for kids.
- IRA Account – An individual Retirement Account which provides some tax advantages for retirement savings.
- 401k Accounts – A 401k is an employer sponsored retirement plan that allows you to save money for retirement while deferring income taxes on the savings until time of withdrawl.
- 401k Rollover – A 401k Rollover refers to the process of taking the money out of your 401k and moving it into a different retirement plan. This typically takes place when you leave your company or retire.
- Trust – An account of property established with a trust company by a grantor, for distribution during or after the grantors lifetime.
- LPL Financial Representative offers access to Trust Services through The Private Company N.A, an affiliate of LPL Financial.
