Black Diamond Planners
We strive to get our client's financial house in perfect order.
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.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Preparation is the Key to Retirement
A Fruitful Retirement: Social Security Benefit
Identity theft happens when criminals access your sensitive personal information to take out loans, open fraudulent accounts, falsify tax returns, purchase properties, or break the law under false identity. In this time of social distancing, there has been a rise in cyber security breaches attributed to the increased use of electronic signatures and online activity.
For those who have to take a Required Minimum Distribution (RMD) for 2023 and are charitably inclined, a Qualified Charitable Distribution (QCD) may be be a good option.
Each week the LPL Financial Research Team assembles thoughtful insight on market news.
Download Market Commentary
This commentary was created by LPL Financial (“LPL”) and is being shared for informational purposes only. The views expressed are those of LPL, are based on current market conditions and are subject to change. The commentary herein does not constitute investment advice, tax advice, or legal advice. There are no assurances that these techniques and strategies are suitable for all investors or that the predicted results will occur. All investments are subject to risk, and past performance is no guarantee of future results.
Director of Client Relations
Client Service Associate