Diamond Financial Planning Services
Committed to providing suitable options for your financial future.
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 services 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.
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.