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

    Social Media: #Newest Business Liability Risk

    Social Media: #Newest Business Liability Risk

    Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

    Healthy Body, Healthy Pocketbook

    Healthy Body, Healthy Pocketbook

    Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

    Donating Art: Taxation Abstraction

    Donating Art: Taxation Abstraction

    The tax rules that govern donating art are complex and confusing. Take a closer look.


    Changing Unhealthy Behaviors

    Five phases to changing unhealthy behaviors.

    Tax Deductions You Won't Believe

    Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

    The Economic Journey of Your Morning Coffee

    Few contemplate the complex journey that brought their coffee from farm to kitchen table.

    The Ivory Tower Changes Wall Street

    Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

    Do You Owe The AMT?

    If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

    The Business Cycle

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

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    How Much Home Can I Afford?

    With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

    Taxable vs. Tax-Deferred Savings

    Use this calculator to compare the future value of investments with different tax consequences.

    Long-Term-Care Needs

    Determine your potential long-term care needs and how long your current assets might last.

    Should I Pay Off Debt or Invest?

    This calculator will help determine whether you should invest funds or pay down debt.

    Federal Income Tax

    Use this calculator to estimate your income tax liability along with average and marginal tax rates.

    Potential Income from an IRA

    Estimate your monthly and annual income from various IRA types.

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    Your Cash Flow Statement

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

    An Inside Look at Retirement Living

    A number of questions and concerns need to be addressed to help you better prepare for retirement living.

    Long-Term-Care Protection Strategies

    The chances of needing long-term care, its cost, and strategies for covering that cost.

    Principles of Preserving Wealth

    How federal estate taxes work, plus estate management documents and tactics.

    5 Smart Investing Strategies

    There are some smart strategies that may help you pursue your investment objectives

    Retirement Plan Distributions

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

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    How to Bake a Pie-R-A

    Roth IRAs are tax advantaged in a different way from traditional IRAs.

    Estate Management 101

    A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

    Safeguard Your Digital Estate

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

    It May Be Time for a Financial Checkup

    It’s never a bad time to speak with your financial advisor about changes in your situation.

    Emerging Market Opportunities

    What are your options for investing in emerging markets?

    Rightsizing for Retirement

    What does your home really cost?

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