Black Diamond Planners is a fee-only financial planning and investment 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
- Estate plan
- And more...
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Good employee health can be great for the company’s bottom line.
Apps that help small business owners better manage and grow their business.
Can you keep up with your children’s mobile slang?
Military families face unique challenges, making personal finance even more critical.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.