.jpg)
Our mission is to help business owners and the high net worth gain clarity through comprehensive strategies which challenge traditional thinking.
Welcome to Diamond Client Group. Our goal is to help business owners and the high net worth gain financial clarity through expansive strategies which challenge traditional thinking. We don't force a generic quick-fix. DCG caters to each individual situation; no scenario is exactly the same and neither is our approach.
siness owners and the high net wo
Newsletters
-
Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
-
Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
-
The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.