Working

HAND IN HAND

with Educators to Achieve

Their Financial Goals

LEARN HOW

Working

HAND IN HAND

with Educators to

Achieve Their

Financial Goals

We offer a variety of services for

Educators to create a clear picture

of their family's financial future.

Learn How

Working

HAND IN HAND

with Educators to Achieve Their Financial Goals

We offer a variety of services for Educators to create a clear picture of their family's financial future.

Learn How

We are dedicated to simplifying complex financial concepts that educate our educators on all of their financial options. We take a personal hands-on approach to show them how to put their retirement puzzle pieces together and save on taxes to create the life and legacy they want.

LIFE INSURANCE

Life Insurance helps protect your family and leaves a legacy where they don't have to worry about your debt.

ESTATE PLANNING

Make sure that your family is protected in the event of your passing, and that they are not burdened by your final expenses or unclear directives

RETIREMENT PLANNING

If you want to be financially independent in retirement, planning and saving early is essential. That’s where we can help.

COLLEGE PLANNING

Help make sure that your child can afford the college of their choice as well as manage the debt that it can create.

VIEW ALL SERVICES

We are dedicated to simplifying complex financial concepts that educate our educators on all of their financial options. We take a personal hands-on approach to show them how to put their retirement puzzle pieces together and save on taxes to create the life and legacy they want.

LIFE INSURANCE

Life Insurance helps protect your family and leaves a legacy where they don't have to worry about your debt.

ESTATE PLANNING

Make sure that your family is protected in the event of your passing, and that they are not burdened by your final expenses or unclear directives

RETIREMENT PLANNING

If you want to be financially independent in retirement, planning and saving early is essential. That’s where we can help.

COLLEGE PLANNING

Help make sure that your child can afford the college of their choice as well as managing the debt that it can create.

VIEW ALL SERVICES

Why Diamond Advisor Group?

We help Educators Create Lesson Plans for Their Families Financial Future

Free financial review and goal disclosure session before any recommendation is made.

Choices of products and services are based on needs and goals, not commissions or fees.

Fiduciary advice is always given in the best interest of the client.

BOOK AN INTRODUCTION APPOINTMENT

Best Support

We are available 24/7. You can chat with us or make a phone call to discuss your issue.

Professional Advisors

Our staff follows a Fiduciary planning method to make sure that the client always comes first.

Individualized Planning

We believe that no 2 individuals or families have the exact same financial goals, needs, or situations and therefore their plans should be as unique as they are.

Why Diamond Advisor Group?

We help Educators Create Lesson Plans for Their Family's Financial Future

Free financial review and goal disclosure session before any recommendation is made.

Choices of products and services are based on needs and goals, not commissions or fees.

Fiduciary advice is always given in the best interest of the client.

BOOK AN INTRODUCTORY MEETING

Best Support

We are available 24/7. You can chat with us or make a phone call to discuss your issue.

Professional Advisors

Our staff follows a Fiduciary planning method to make sure that the client always comes first.

Individualized Planning

We believe that no 2 individuals or families have the exact same financial goals, needs, or situations and therefore their plans should be as unique as they are.

1100+

HAPPY CLIENTS

MULTIPLE

PROVIDERS & PRODUCTS

60+

COMBINED EXPERIENCE

LICENSED

IN MULTIPLE STATES

1100+

HAPPY CLIENTS

MULTIPLE

PROVIDERS & PRODUCTS

60+

COMBINED EXPERIENCE

LICENSED

IN MULTIPLE STATES

How It Works?

Get acquainted with the process of planning. It takes just a few simple steps.

Schedule an Introduction Meeting

Schedule a brief 15–20-minute phone call or zoom meeting to see if we are a good fit to work together.

Schedule a Free Financial Review and Goals Declaration Meeting

Submit required financial information and goals declaration paperwork for a review then schedule a 60-minute review meeting.

Schedule a Recommendation Disclosure Meeting

Schedule a 60-minute meeting to review recommendations and disclosures.

Completion

Complete required paperwork and follow-up as needed to make sure that the plan still meets your goals and needs.

How It Works?

Get acquainted with the process of planning. It takes just a few simple steps.

Schedule an Introduction Meeting

Schedule a brief 15–20-minute phone call or zoom meeting to see if we are a good fit to work together.

Schedule a Free Financial Review and Goals Declaration Meeting

Submit required financial information and goals declaration paperwork for a review then schedule a 60-minute review meeting.

Schedule a Recommendation Disclosure Meeting

Schedule a 60-minute meeting to review recommendations and disclosures.

Completion

Complete required paperwork and follow-up as needed to make sure that the plan still meets your goals and needs.

What people say about us.

Here are comments from our beloved clients

I am a small farmer, with my ranch located in the Southern Idaho and providing me with all my earnings. That’s why I signed up for insurance – to back up this humble pie of mine!