Smart Retirement Planning
The BLUE DIAMOND Group serves your needs by offering a complete range of Retirement Planning Services.
We help retirees like you, transition into retirement by utilizing our experience, investment discipline and taking the time to learn about what is important to you. As you begin this stage of your life, financial decisions involved like replacing income needs, may seem overwhelming. We can help make this process a little easier for you.
We begin with a comprehensive analysis of your Company Pension or Retirement Plan. We not only evaluate and discuss the options available to you, but also consider the advantages and potential disadvantages to you and your beneficiaries. After careful consideration of your specific needs, we present a customized Retirement Plan centered around sound financial advice. We continue to serve our retired clients with ongoing investment management, yet another benefit of your Blue Diamond Experience.
Retirement Services include:
- Corporate Pension Analysis and Recommendations
- 401k Rollovers and Qualified Plan Rollovers
- Traditional IRA and Roth IRA accounts
- Simplified Employee Pensions for Small Business
- SIMPLE Plans for Small Business
- Implementation of new 401k, 403b, Profit-Sharing and other Defined Benefit Plans
