The Diamond Group - Independent Financial Advisor in Forest Lake, MN

About Us

Contact us

About The Diamond Group

The Diamond Group consists of a team of independent financial advisors led by Alan B. Schmidt, located in downtown Forest Lake. The Diamond Group is dedicated to providing you with the education you need to make sound financial decisions, access to more financial networks than your typical financial advisor, and keeping the clients best interests.

The Diamond Group is a new type of financial advisor. We are upfront with you about fees and commissions on every financial product we offer you. We will only discuss solutions that fit your needs, not what will fit our needs. We are able to meet you at our office, at your home, or even via video chat to talk to you about your financial future.

Alan B. Schmidt – President of The Diamond Group

The Diamond Group located in Forest Lake, MinnesotaI grew up in the world of finance and insurance, and I learned the value of a dollar and the preservation of money, which I use every day in my current practice.

In 2006, I started with Combined Insurance, knocking on doors and talking to anyone that would listen to me. From there, I joined Lincoln Heritage Life.  After a lot of success within the Final Expense industry, I knew I was capable of being of even more assistance to people. I started my own firm based on simple truth speaking, core values, principles, and understanding when serving my clients. I took into consideration all the mistakes I had seen in the field when it came to people’s retirement planning and knew exactly how to fix those issues.