Trusted Service, Impeccable Results
Every individual and business has different accounting needs, and we are here for any and every financial challenge you may face. DIAMOND CAPITAL INSURANCE & FINANCIAL SERVICES LLC is ready to serve as a voice of reason for your tax planning and financial advising demands. We want to help you make the best decisions possible. Our personalized accounting services and solutions have helped our clients manage a better financial future.
Your Future Matters
Diamond Capital takes the client's need-based approach to partner with providers to ensure the protection of life, home, business, assets, and finances.
We look at all tax return information in personal, business, estates & trusts, and we will maximize deductions, giving a clear picture of what's beneficial for you. We compare marginal tax brackets , effective tax rates, and credits.
Diamond Capital operates an institutional-grade investment management approach that customizes precisely to your situation. The result is recommendations based on strategic and tactical asset allocation and diversification.
We clearly analyze spending and expenses, breaking them down in categories (lifestyle/personal, household, other residences, education, gifting) establishing a ratio of debt/income to spend, highlighting trends and presenting it in tables, graphs and proposed formats-all so you can easily see if your wealth management is indeed mapping to meet your goals.
John Bouie II
Financial Advisor
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