At Blue Diamond Financial Solutions We Offer A Holistic Approach to Your Finances

With over 35 years of experience helping thousands of families with their finances, there are few situations that we have not dealt with.  Regardless of your situation, whether you are struggling to make ends meet or have millions, we have found that everyone needs a proper foundation to weather the storms of life and guide them toward their specific hopes and dreams. 

Financial Assessment

  • Personal Introduction

  • Assessment of Current

    Financial Position

  • Review Financial Goals

Financial Coaching

  • Financial Foundation

  • Retirement Readiness

  • Retirement Reviews

  • Estate Planning 101

  • Survivor Support Services

Investments

  • Mutual Funds, ETFs, Stocks, Bonds

  • Active Money Management

  • Third Party Money Management

  • Traditional, Roth, SEP, & SIMPLE IRAs

  • UGMA/UTMA, Coverdell Educational Funds

Life Insurance

  • Term Life, Universal Life

  • Indexed Universal Life

  • Living Benefit Riders

    • Chronic, Critical & Terminal Illness

  • Business Key Person

  • Buy/Sell Insurance

Business Solutions

  • Employee Administration*

  • HR & Payroll Services*

  • Work Comp & Unemployment Admin*

  • FMLA, COBRA, HIPPA*

  • ADA & EEO Compliance*

  • Financial Coaching Employee Benefit

    *3rd party provider

Survivor Support Services

  • Financial Guidance for Surviving Spouse/Family

  • Income, Cash Flow & Budget Analysis

  • Life Insurance Death Claim Forms Support

  • Investment & Retirement Account Analysis

  • Account Registration & Beneficiary Designation Review

  • Survivor Social Security, Pension & Benefits Review