Expert Solutions to Optimize
Educators' retirement
We offer a variety of services for Educators in North Carolina
to create a clear picture of their family's financial future.
Expert Solutions to Optimize
Educators' retirement
We offer a variety of services for Educators in North Carolina
to create a clear picture of their family's financial future.
Planning your financial future is as hard as solving a math equation.
Here in Diamond Advisor Group, 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.
What Makes Us Stand Out?
We have 60+ years combined experience as Financial Advisors, with over 1100+ happy clients.
Our representatives are licensed in multiple states: North Carolina, South Carolina, and Virginia.
Our staff follows a Fiduciary planning method to make sure that the client always comes first.
We treat each client's financial plans, goals, and needs as unique as their situation.
Planning your financial future is as hard as solving a math equation.
Here in Diamond Advisor Group, 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.
What Makes Us Stand Out?
We have 60+ years combined experience as Financial Advisors, with over 1100+ happy clients.
Our representatives are licensed in multiple states: North Carolina, South Carolina, and Virginia.
Our staff follows a Fiduciary planning method to make sure that the client always comes first.
We treat each client's financial plans, goals, and needs as unique as their situation.
Our Three-Step Process
Discovery
Schedule a 16-minute discovery phone call or zoom meeting to see if we are a good fit to work together.
Financial Review
Submit required financial information and goals declaration paperwork for a review then schedule a 60-minute review meeting.
Completion
Complete required paperwork and follow-up as needed to make sure that the plan still meets your goals and needs.
Building A Financial Future For Educators Is Our Goal
Start your journey with us today.
- 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.
Building A Financial Future For Educators Is Our Goal
Start your journey with us today.
- 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.
North Carolina TSERS Handbook
Find all the details you need to understand your retirement options. You’ll also find many of the tools and resources you need to make informed decisions about your retirement.
North Carolina TSERS Handbook
Find all the details you need to understand your retirement options. You’ll also find many of the tools and resources you need to make informed decisions about your retirement.
Hear From Our Clients
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David Doe
Simple Company
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David Doe
Simple Company
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David Doe
Simple Company
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David Doe
Simple Company
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David Doe
Simple Company
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc elementum scelerisque felis vitae sagittis. Praesent vitae tincidunt sem. Vestibulum nunc
David Doe
Simple Company
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc elementum scelerisque felis vitae sagittis. Praesent vitae tincidunt sem. Vestibulum nunc
David Doe
Simple Company
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David Doe
Simple Company
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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