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Diamond Wealth Advisors

CONNECT

Address:

396 Alexander Spring Rd,
Suite 3
Carlisle, PA 17015

Phone:

717.462.6422

Fax/Other:

717.462.6447

Products & Services

AREAS OF EXPERIENCE

  • 401K Rollovers
     
  • Asset Allocation
     
  • Business/Small Business Planning
     
  • Cash Flow Planning
     
  • Debt liquidation
     
  • Education planning
     
  • Estate/Trust Planning
     
  • Goal Setting
     
  • Investment Management
     
  • Insurance Planning
     
  • Net Worth Analysis
     
  • Retirement Income Planning
     
  • Risk Management
     
  • Tax Planning
     
  • Social Security Optimization

PLANNING SERVICES

Diamond Wealth Advisors offers Planning Services with a variety of compensation structures depending on the client situation.

This Includes either:

  • Comprehensive Services
      
  • A La Carte Pricing
     
  • or an hourly billing basis

PRODUCTS OFFERED

Retirement Plans:
For Individuals: Roth & Traditional IRAs

For businesses/business owners:
SEP IRAs, SIMPLE IRAs, 401k Plans, Money Purchase Plans, Profit Sharing Plans, Cash Balance Plans.

Insurance: Life, Disability, & Long-term care. 

Cash & Banking Solutions | Annuities
Common Stocks | Bonds | ETFs
Mutual & Index Funds | College Plans
Asset Mgmt. | Brokerage Accounts