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Calculators

You can review interesting calculators on my site.

Contact Us

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Videos

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About Creative Wealth Builders

"It's never crowded along the extra mile" ~ Dwyer
For all of life's journeys, travel with us, we go the extra mile

Creative Wealth Builders, LLC was founded by Pamela Diamond, CPA/PFS to provide superior investment management and financial planning services to all who wish to achieve their financial goals. As an independent, fee-only planner, she is able to provide competent and objective advice, enabling her clients to realize their financial goals without requiring any set portfolio value or net worth minimums. This flexibility allows her clients to receive the professional guidance, skills and knowledge which would otherwise only be available to “high net worth” individuals. In addition, all of the portfolio analysis, monitoring and implementation is personally performed by Pamela Diamond, so you can be assured that her 25 years of experience is working directly for you. Pamela Diamond, CPA/PFS and Creative Wealth Builders, LLC does not sell any products or mutual funds. She does not receive any commissions or fees of any kind, from any company, organization or individual. 100% of the revenue she receives is from her satisfied clients.

Explains benefits of employee-stock ownership plans for succession planning.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Describes how Roth accounts can generate tax-free retirement income.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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