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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.
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Newsletters
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.