Measuring the Value of a Financial Advisor

The week’s topic: Measuring the Value of a Financial Advisor

measuring the value of a financial advisorOur goal is to provide you with the education which can help you understand and better define your financial goals.

Our financial professionals are here to provide the guidance to pursue those goals.

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 education and Diamond Financial Planning come in.


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. Not NCUA Insured. No Credit Union Guarantee. May lose value.

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 in no way licensed financial advisors or registered investment advisors. 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.