Other Opportunities

Life Insurance, Alternative Investments and other products may carry fees outside of the typical investment account that are determined by each individual provider.  Those products will only be considered when needed and those fees will be discussed and documented before purchase.

Financial Education

Here at Diamond Pointe, we feel that it is important to offer a range of services to the community. That's why we also provide services like Budget Coaching and various financial workshops.  Educating the next generation of residents and helping them to create good money habits helps our community. Most of these services are complimentary and others have a nominal charge.