Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Diamond Credit Union and Diamond Financial Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Diamond Financial Planning and may also be employees of Diamond Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Diamond Credit Union or Diamond Financial Planning. Securities and insurance offered through LPL or its affiliates are:

disclosure requirements for diamond financial planning

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: Pennsylvania, Arizona, California, Delaware, Florida, Georgia, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, and Washington. Insurance licensed in Pennsylvania, Arizona, Delaware, Florida, Georgia, New Jersey, Ohio, South Carolina, and Virginia. Please note that not all of the investments and services mentioned are available in every state or by every representative associated with this site.

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This article is part of Diamond’s ongoing financial education program.

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The views, opinions, and ideas articulated in this blog are just that, and should not be construed as financial or legal advice. The writers of these blogs are educated on the topics they are writing about, but they are not attorneys, licensed financial advisors, or registered investment advisors. The information presented in each blog was deemed accurate at the time of publication for each individual post. Diamond Credit Union is not responsible for any actions a person may take as a result of the information they read in one of our blogs.