Black Diamond Planners is a fee-only financial planning and investment firm.
Please click HERE to watch our short introduction video which details 5 important things to know about our firm.
Our driving focus is to help our clients meet and exceed their lifetime goals. We do this by helping them create and maintain a comprehensive wealth management strategy. This effort includes making sure that our clients have an up-to-date investment strategy, financial plan, insurance plan, tax plan, and estate plan.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Is your estate in order? This short quiz may help you assess your overall strategy.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you died, what would happen to your email archives, social profiles and online accounts?
In life it often happens that the answers to our most pressing questions are right in our own backyards.