Financial Advice. On your terms.
At Diamond Pointe, we know that no one's situation is created the same. If you need financial guidance and planning, regardless of your situation, we have you covered.
On Pointe | Financial Advisors on Demand is a brand new subscription package for guidance on your terms. You'll get access to a LPL Financial Advisor for personalized service and solutions.
Have confidence over your financial future and choose a package that works for you.
No Account Minimums.
No Surprise Fees.
What's included?
Our guidance options are designed to help you
through each stage of life you might be in.
In addition to all of the benefits below, you'll receive:
A Full Financial Review with Personal Solutions
Unlimited Access to a LPL Financial Advisor
Text, Phone, E-mail, Virtual Appointments
Monthly Check-Ins and Updates
Exclusive Access to Financial Education
The Fundamentals Guidance Package is perfect for graduates and young adults that are looking to create the right foundation for their financial future.
This package includes:
Behavioral Financial Coaching
Savings Planning
Budget Analysis
Goal Monitoring
Credit Building
Investing Basics
College Fund Planning
$30 Monthly
The Strategic Guidance Package is created specifically for individuals and families that have started building their retirement funds but they need help putting everything together.
This package includes:
Retirement Planning
Portfolio Risk Assessment
Investment Audit
Employer Retirement Plan Assistance
Life Insurance Guidance
Survivor Needs Analysis
Online Access to Planning Tools
Plus all Fundamental Guidance
$65 Monthly