About

We offer experienced retirement planning through processes that have been tested by time in any market. We work toward providing our clients with financial security in uncertain times and taking the worry out of financial management.

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Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Our Team

 State College Office

 Lock Haven Office

Meet The Team

Community Involvements

Our Diversified Asset Planners, INC. team contributes a great deal of time, effort, and donations to many organizations, including:

Clinton County United Way

Blanchard Little League

Bellefonte Baseball Booster

Book a Consultation Today!


Take the first step towards a secure and fulfilling retirement. Schedule a consultation with our trusted financial advisors.