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Who's teaching your kids about money? Only 17 states in the US require students to take finance courses. Bethany Lewis has some wonderful tips to help teach your kids all about money in creative and engaging ways. Watch the video to learn more!
Market volatility happens and risk is an inevitable part of investing. Bethany Lewis discusses 5 best practices for Long Term Investing that can help guide you throughout your journey to your financial end goals.
Kenneth Reese discusses handling transitions and how to approach retirement. Watch the video to learn more and contact us with any questions!
Are you ready to retire? Cameron Fitzgerald discusses six tests that will help you answer this question.
Jeffrey Puglia talks about the SECURE act and what you need to know for your retirement. Watch the video to learn more!
Welcome to Black Diamond Financial Solutions Inc. Youtube page. Get to know our team in this video!
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Black Diamond Financial Services is a private wealth management company that provides comprehensive financial planning and investment advice. Our personalized approach to wealth management includes customized solutions for all of our clients, including the business owner. We provide assistance with succession planning, employee retirement plans, as well as 401(k) rollovers and life insurance planning. Black Diamond Financial Services has been helping generations of investors grow, protect, and manage their wealth since 2010. 

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Registered Representatives with securities offered through The Leaders Group FINRA/SIPC. Investment advice offered through BDFS Capital LLC, a Registered Investment Advisor. The Leaders Group and BDFS Capital, LLC are not affiliated. The registered representatives with Black Diamond Financial Solutions may only discuss securities or transact business with persons who are residents of DE, FL, MD, MI, NJ, PA . No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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