Retirement Planning

The BLUE DIAMOND Group serves the needs of individuals, small businesses and foundations by offering a comprehensive range of services including:

  • Individual Retirement Accounts and IRA rollovers
  • Roth IRAs and conversions
  • Simplified Employee Pensions
  • SIMPLE plans for small business
  • Review, design and implementation of 401 (k), 403 (b), pension and profit-sharing plans 

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and /or transact securities business only with residents of the following states:  Illinois, California, Arizona, South Carolina and Florida.