Financial Advice. On your terms.

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?

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


*Discounts are available for Annual Subscriptions.

Fundamentals

Behavioral Financial Coaching

Savings Planning

Budget Analysis

Goal Monitoring

Credit Building

Investing Basics

College Fund Planning

 

$30 Monthly

| No Minimum |

Strategic

Portfolio Risk Assessment

Investment Audit

Employer Plan Asset Assistance

Life Insurance Guidance

Survivor Needs Analysis

Online Access to Planning Tools

 

Plus all Fundamental Guidance


$65 Monthly

| 6 Month Minimum |

Wealth

Wealth Management Assistance

Beneficiary Guidance

Advanced Investment Solutions

Retirement Income Strategies

Tax Liability Strategies

Charitable Contribution Plans

 

Plus all Fundamental Guidance

and Strategic Guidance

 

$215 Monthly

| 6 Month Minimum |

Start getting financial guidance today.

Book a consultation to discuss the best package options for you.