Retirement Redefined Acres of Diamonds Investments Surprises

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Meet our team of professionals who will help you discover your purpose, protect what’s important, invest in what matters and create a legacy that lasts.

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  • Products & Services

    Planning & Advisory Services

    Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.


    Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.


    Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

    Helpful Content

    What's So Great About a Rollover?

    What's So Great About a Rollover?

    Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

    Revising Estate Strategy Assumptions

    Revising Estate Strategy Assumptions

    Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

    A House Divided

    A House Divided

    By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.


    The Business Cycle

    Understanding the economy's cycles can help put current business conditions in better perspective.

    Understanding the Basics of Medigap Policies

    Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

    Insuring Your Second Home

    There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

    Inflation - Back to the Future

    Even low inflation rates over an extended period of time can impact your finances in retirement.

    Crowdfunding—Capital for the 21st Century

    Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

    Tips to Prevent the #1 Cause of Marital Rift

    Couples may be able to head off many of the problems in a marriage that money can cause.

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    Doubling Your Money

    This calculator demonstrates the power of compound interest.

    Potential Income from an IRA

    Estimate your monthly and annual income from various IRA types.

    What Is My Current Cash Flow?

    Assess whether you are running “in the black” or “in the red” each month.

    What Is My Life Expectancy?

    Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

    Can I Refinance My Mortgage?

    This calculator can help determine whether it makes sense to refinance your mortgage.

    How Compound Interest Works

    Use this calculator to better see the potential impact of compound interest on an asset.

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    5 Smart Investing Principles

    Principles that can help create a portfolio designed to pursue investment goals.

    Investment Strategies for Retirement

    Investment tools and strategies that can enable you to pursue your retirement goals.

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

    Protecting Those Who Matter Most

    The importance of life insurance, how it works, and how much coverage you need.

    Your Cash Flow Statement

    A presentation about managing money: using it, saving it, and even getting credit.

    Retirement Plan Distributions

    There are a number of ways to withdraw money from a qualified retirement plan.

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    The Power of Tax-Deferred Growth

    Why are 401(k) plans, annuities, and IRAs so popular?

    Where Is the Market Headed?

    We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

    The Other Sure Thing

    Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?


    Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

    Safeguard Your Digital Estate

    If you died, what would happen to your email archives, social profiles and online accounts?

    What to Do When You Lose Your Wallet

    Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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