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• Employee Benefit Plans / Pension Plans                                                                                            

  • 401(a)  

    • Special Pay Plan for School Systems

  • 401(k)

    • Personal

    • Small Business

  • 403(b)

    • Schools

    • Non-Profits

  • 403(b)7

    • Schools

    • Non-Profits

  • Roth 403(b)   (Available as of 01/01/06)

    • Schools

    • Non-Profits

  • 457 (Deferred Comp.)

    • Governmental (Schools/Municipalities/Counties)

    • Non-Governmental

  • KEOGH Plans

• IRAs

  • Traditional

  • Roth

  • Educational

  • SEP IRA

• Estate Planning

  • Trust Agreements

  • Wills

  • Power of Attorney

    • Health Care

    • Durable

• Insurance Services

  • Annuities

    • Fixed

    • Variable

  • Health Insurance

  • Major Medical

  • Disability Income

  • Term Life Insurance

    • 5 to 30 year terms available

  • Universal Life Insurance

  • Variable Universal Life Insurance

  • Long-Term Care

• College Planning

  • 529**

    • **Section 529 plans offered: Are Not FDIC Insured; May Lose Value; Are Not Bank Guaranteed.  Favorable state tax treatment may be limited to investments made in a 529 college savings plan offered by the customer's home state. Customer should consult their tax advisor before investing.

  • Education IRAs

Investment Advisory Services offered through Diamond Advisory, LLC., a registered investment advisor. Before investing in any type of securities, consider its investment objectives, risks, charges and expenses carefully. The prospectus, which contains this and other information about the securities, can be obtained by contacting your Broker Dealer or Registered Representative. Please read the prospectus before you invest or send money.