We’ve proudly built our reputation by putting clients’ needs first every time.
At Diamond Retirement Strategies we help individuals, married couples and families plan for their retirement. Whether you are already retired or are preparing for retirement in the next few years, we can help you reach your income goals.
According to a survey of financial planners, 43% of older Americans say their main fear is outliving their income in retirement—such that they fear that more than boredom, loneliness, and death. That number jumped to 60% for Baby Boomers (according to a survey of 3,200 people).¹ With 20+ years of experience, we can help you identify the right income plan for your unique financial situation.
We don’t stop with retirement income accounts and fixed indexed annuities. We also offer planning related to Medicaid and Medicare, long-term care and health insurance, and life insurance.
We’re ready to help you today.
Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used in various planning strategies for retirement. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20128 - 2020/6/3