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In a 2020 survey by TD Ameritrade, 58 percent of Americans said they would grade the adequacy of their retirement savings at a C or lower.

Even in these tough financial times, you may be thinking that hiring a financial planner is something only the very wealthy do. But today, even if your net worth isn’t huge, having an objective third-party perspective can save you money and keep you from making financially detrimental mistakes.

About 58 percent of the American public believes that they are not knowledgeable enough to make the right financial decisions on their own, according to a recent report from TD Ameritrade. This means that the majority of people are not, either intentionally or inadvertently, working against their best interests.

If you’re looking for peace of mind and don’t want to worry about money anymore, get a financial plan in place. Here are the top five reasons why.

5 Reasons Why You Need a Financial Planner

A Powerful 2-Step Guide

Retirement Planning Made EASY

Download your FREE copy of this practical guide for helping you plan for retirement! Whether you’re just getting started or have already started your planning process—we’ve gathered some helpful tips to help you reach your retirement goals. 

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We make partnering with a trusted Financial Planner easy.

Too many people find the idea of finding a financial planner intimidating, but it doesn’t have to be. Our process is designed to help match you with the perfect Black Diamond financial advisor quickly and easily. 

Step 1

1-Hour FREE Consultation

Our evaluation process centers on two core axioms: clarity and focus. When we work with our clients, our team wants to lend our focus through comprehensive fact-finding, and data analysis to consistently give our clients clarity about the issues contained within their finances. We firmly believe that asking the right questions, and constantly listening for feedback, updates, and changes puts our clients in the best possible position for success.

Step 2

Personalized Wealth Management Plan

Once we feel like we have the proper focus, and clear understanding of our client’s financial information we begin to synthesize the data into an active wealth management plan. We know our client’s resources aren’t infinite so we assess the relative priorities of their goals and begin the process of improving their overall financial situation by maximizing the resources our clients possess.

Step 3

Trusted Financial Planner to Guide You

After your wealth management strategy has been outlined we begin working diligently on the creation of your personally attuned investment strategy. We believe an academic, and evidenced-based approach, with a tax-efficient overlap, is the appropriate way to craft our client portfolios. We believe in complete transparency, so our clients have full access to their accounts via our online reporting systems.

Request Your Free 1-Hour Consultation

Schedule a meeting with our financial advisors and we'll help chart your financial future with a personalized wealth managment plan.

FREE COMMUNITY EVENTS

Live, In-Person & Virtual Events

Are you planning for retirement? Or perhaps you’re exploring ways to save money to put your children through college. Wherever you are in your life’s journey, we help provide the local community with the education they need to make well, informed financial decisions. We hope that you’ll consider joining us for one of them!

October 2022
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What our clients say about us.

We pride ourselves on delivering exceptional financial services to our clients. Take a look at what a few of them have to say about it!

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