Retirement Planning Services

Retirement Planning Services

Diversified Asset Planners – Joseph Gordon (814) 234-2500

Financial Wellness.  Live well.    

Even the world’s best adventurers use a guide to help them navigate on a journey.  They recognize the value of a professional to provide guidance and to build trust as they go.  This is equally true with investments.  Setting the goal and choosing a path to reach it are best achieved with an experienced financial professional to guide you.  As with exploring, economic conditions change along the way; we provide guidance you so you can focus on enjoying the results.

With an ever changing economic and financial environment, having a trusted financial advisor is more important than ever.  Tax changes, healthcare, market volatility, bailouts, inflation, and government spending among others can impact your financial well-being.  We provide powerful financial planning strategies to meet these challenges and help you charter a course toward a prosperous financial future.  We earn our clients’ trust through objective advice using a disciplined approach.  We listen to our clients and develop a plan to meet their needs.

Our clients include helping young professionals just beginning to start a retirement plan to retirees looking to create retirement income for life as well as those considering retirement.  We benefit our clients by providing sound investment strategies focused on meeting their financial goals.  Many have benefited from our process and placed their trust in us.  We take this responsibility seriously and develop a long-term relationship with our clients.

Services include:

  • Retirement Planning
  • Investment Advice and Management
  • Education Savings
  • Risk Management
  • Small Business Retirement Plans 
  • 401k Rollovers 
  • Insurance – Life, Health, Long-Term Care 
  • Income Planning Strategies
  • Estate Planning

We also help organizations and businesses with investment services and retirement plans – start-up or service existing plans.  Investment services provide our clients with sound investment strategies to meet operating and/or long-term strategic goals.

For more information go to Retirement Planning Services website, click here.