The reality is wealth management is about synthesizing all of the relevant financial data in your life. A strong financial plan takes the stress out of setting and prioritizing goals and will establish clear strategies for achieving the desired results. If you can imagine the way you'd like to spend your retirement years, our professional financial advisors can help you plan for it.
Our financial planners will identify the best opportunities for wealth accumulation, preservation and tax minimization. Selecting the proper insurance policies can make the difference between appropriate coverage for life's unexpected events, versus financial ruin. Tax efficiency is a vital part of a financial plan at every stage and as such, we approach tax planning as both a year-round and lifelong process.
Our financial planners will identify the best opportunities for wealth accumulation, preservation and tax minimization. Selecting the proper insurance policies can make the difference between appropriate coverage for life's unexpected events, versus financial ruin. Tax efficiency is a vital part of a financial plan at every stage and as such, we approach tax planning as both a year-round and lifelong process.
Services
Black Diamond believes better-trained planners create better outcomes for the firms' clients. We require our advisors to pursue advanced credentialing with the eventual goal of completing CFP certification. You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNERprofessionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.
The thought of retirement is something that nearly every employed individual looks forward to; however, with that anticipation also comes a whole new set of questions and financial considerations. If you can imagine the way you'd like to spend your retirement years, the financial advisors at Black Diamond Financial Solutions, Inc can help you plan for it.
Investment Planning focuses on growing and preserving your financial assets, independent of your income. Our Certified Financial Planners at BDFS will directly manage and monitor your assets on a continual basis. We believe that developing an investment strategy aligned to an appropriate risk profile provides an effective platform for our clients to achieve their goals and expectations.
Protecting yourself, your family, your home, or your business against unexpected events or loss is an integral aspect of comprehensive financial planning. Evaluating an individual's insurable risks and determining the proper insurance coverage to mitigate those risks can make the difference between appropriate indemnification and financial ruin.
Reviews (4)
C. Wooters
Nov 25, 2021
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Casey Jensen SoDelDirtbag
Mar 14, 2021
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Cam, and everyone at Black Diamond Financial Solutions we're life savers! We had been keeping our retirement accounts in a 401k that was managed by who had previously been our payroll processors. After speaking with Cam, and switching the accounts over to BDFS managed IRA's, ant the growth has been considerably better than what we had seen before. Not only that, but I personally needed to liquidate part of my personal IRA recently for a down payment on a new home purchase, and Cam, and the team were fast, responsive, and on top of everything. I honestly know my money, and future are in great hands
Constance Ehrlich
Jan 14, 2021
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I have used Black Diamond for my financial investments for several years. As well as growing my investments, they have been so much more than just financial advisors. Cameron Fitzgerald has provided me with referrals and has even accompanied me to business appointments. I have been more than happy with my relationship with Black Diamond.
W. Bininger
Jul 08, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I have know Cameron Fitzgerald for many years. I am very impressed with his knowledge and his abilities as my financial advisor. He has guided me thru the ups and downs of the market, always keeping my best interest in mind and making himself available whenever I needed him. I would highly recommend Cameron and Black Diamond!!!
I have know Cameron Fitzgerald for many years. I am very impressed with his knowledge and his abilities as my financial advisor. He has guided me thru the ups and downs of the market, always keeping my best interest in mind and making himself available whenever I needed him. I would highly recommend Cameron and Black Diamond!!!