Investment & Financial Planning Center
Planning for your future.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where Diamond Financial Planning comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
Diamond Financial Planning
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
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 Into Your Accounts
Diamond Financial Planning Team
The Financial Planning professionals understand your goals and objectives, and can help you put together a plan utilizing a full menu of products and services to help you keep your financial future on track.
Meet the Team
Financial Planning 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.
Financial Planning Resources
Guided Wealth Portfolios
Invest for your future with our online platform that combines sophisticated technology with the benefits of a personal financial advisor. More than just an online investment platform, we’re your personal advisor.
Guided Wealth Portfolios
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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:
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, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, and Washington. Insurance licensed in Pennsylvania, Arizona, Delaware, Florida, 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.
Diamond Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.