financial planning

Financial Planning

Diamond Financial Planning

financial planning
Diamond Financial Planning, a Division of Diamond Credit Union, is committed to providing suitable options for your financial future. Our experienced and knowledgeable financial professionals, along with a website full of interactive tools and educational information, offer a full menu of brokerage products and services to help you keep your financial future on track.

Diamond Financial Planning can assist you in the following areas:

Wealth Management

  • Personalized management based on your goals and objectives
  • Full breadth of products and services to meet your needs
  • Ongoing advisory relationship to meet your changing lifestyle
  • Tax saving strategies

Retirement Planning

  • Analysis of your retirement goals and expectations
  • Traditional IRAs, Roth IRAs & Rollover of 401(k)s and 403(b)s
  • Review of your company-sponsored retirement plans

We can also assist you with Personal Insurance, Long-Term Care Insurance, Education Planning, Wealth Transfer, and Estate Planning. Let us help lead you and your family to financial security.

Guided Wealth Portfolios

Invest for your future with our new online platform that combines sophisticated technology with the benefits of a personal financial advisor. While other digital investing solutions offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With Guided Wealth Portfolios, we’ll be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process.

LEARN MORE & GET STARTED NOW

Account Access

IMPORTANT: To access your accounts online, please have your account number handy. If you do not know your account number, please contact Adam at extension 5100 or Stephen at extension 2085.

LOG IN TO YOUR ACCOUNTS

Financial Planning Team

stephen clark
Stephen Clark
LPL Financial Advisor
610-326-5490, extension 2085
[email protected]
adam hartzell
Adam Hartzell
LPL Financial Advisor
610-326-5490, extension 5100
[email protected]

Helpful Resources

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Find articles, videos, and helpful content to help put it all into perspective.
VISIT THE FINANCIAL PLANNING RESOURCE SITE

 


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Diamond Credit Union and Diamond Financial Planning are not registered broker/dealers and are not affiliated with LPL Financial.

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, Virginia, and Washington. Insurance licensed in Pennsylvania, Delaware, New Jersey, and Virginia. Please note that not all of the investments and services mentioned are available in every state.