For a free consultation, call us at 717.462.6422.
At Diamond Wealth Advisors, we provide clarity to your life through the creation of a financial strategy tailored to what is important to you, empowering you to gain control over your finances, resulting in greater confidence when making life decisions.
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• Will I run out of money?
• When should I take Social Security?
• Am I saving enough?
• How do I pay for college?
• How do I best plan for my healthcare needs?
• Protect those you love with life insurance
• Sustain your salary through disability insurance
• Preserve your investments through long term care insurance
• Safeguard your assets through property and casualty
• Create a sustainable income stream during retirement
• Use tax efficient strategies to preserve assets
• Apply dynamic portfolios tailored to you
• Benefit from a robust research and planning team focused on your plan
Assisting through the process of creating an effective estate plan so that your wishes are carried out appropriately and those you love have sound guidance moving forward.
Planting seeds for a beautiful tomorrow.
We will assist you in following through with your financial commitments. DWA’s President is a CPA and CFP® professional and is affiliated with the largest independent broker-dealer in the US.
A forward-thinking approach and open dialogue every step of the way to provide you confidence when making financial decisions. Most importantly, though, we care.
We are independent, meaning that we aren’t tied to any proprietary products and are motivated by the success of our clients. We anticipate and analyze the risks to your financial picture to address life’s transitions when they occur.