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Black Diamond Financial Group

Black Diamond Financial Group
4208 Six Forks Road, Suite 1000
Raleigh NC
Booth: 145

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Company Description:

Black Diamond Financial Group began in 2015 out of founder Jason L Amen Hetep's need to find a better way to care for and serve clients when and where they most want it-through tax compliance and insurance protection. Our goals are focused on wealth building and security for individuals, families, and businesses. Dedicated to making your financial life better one good decision at a time.

As a financial services professional, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities.

Together, my clients and I build a financial strategy that encourages them to think about where they’ve come from, where they’re going, and what they’ll leave behind.
I have been in the financial services industry for over 17 years , providing trusted advice to enhance both business and individual clients' financial goals. I have been licensed by the states of NC, AZ, FL, TX, MI, ME, SC, VA, IN, CA, WA, KY and several other states.

WORKSHOP/SEMINARS/ SPEAKING TOPICS:

3 STEPS TO FINANCIAL WELLNESS

MEDICARE 102 : THE IRA, HEALTH, TAXES AND YOU

TAX TALK

LIFE INSURANCE/FINAL EXPENSE
- including Living Wills/ Estate Planning

WINNING IN RETIREMENT - Right Strategy Right Way

LONG TERM CARE

STRETCH YOUR GROCERY DOLLARS

On a sunny, brisk day you'll find me at the golf course or on the lake, dragon boat racing. I'm a complete foodie. So if you make food interesting, I'll eat it.

Show Specials:

FREE life and health insurance policy review for updates and available premium payment reimbursements + FREE benefit discount card with registration. Grand Prize REGISTER TO WIN A FRE

New Products

Indexed Universal Life (IUL) policy that grows cash faster and shields against taxes, affordable and leaves large legacy for family.

Ask how to have to gain dividends on your life insurance (have a cash policy within your policy)

Certifications & Awards

Licensed Insurance Broker / Member of Raleigh Chamber Commerce.

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