Services
Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Insurance
Medical Insurance (Both Group and Individual)
Dental and Vision Insurance (Both Group and Individual)
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Cancer Insurance
Critical Illness Insurance
Final Expense Insurance
Medicare Supplement Insurance
Medicare Advantage Insurance
Prescription Drug Insurance
Short-Term Medical Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
bob.diamond@cfdinvestments.com | (708) 269-4906