PHOTO PROVIDED Diversified Asset Planners staff, pictured from left, are Garrett Swartz, Amber Malek, Bitta Weaver and Taylor Leitzell.

LOCK HAVEN — Do you have some 401k’s sitting around at various employers and not sure what to do with it? Want to save for your children or grandchildren’s future? Do you need help to create a budget to be able to save for retirement? Diversified Asset Planners is here to help! They are ready to help with all your financial planning and retirement needs!

Diversified Asset Planners has a team of financial professionals to help you with your financial and retirement goals. The team in the Lock Haven Office includes Amber Malek, Registered Representative and Investment Advisor Representative; Garrett Swartz, Registered Representative; Taylor Leitzell, Registered Representative and Bitta Weaver, Assistant.

At Diversified Asset Planners, or DAP as it is commonly called, they take pride in being able to help those trying to navigate the world of investing and retirement planning. They help individuals create retirement plans with your individual circumstances in mind and help to manage your financial goals clear through retirement. We are also able to help with Retirement Transition Services to help individuals from active employment into retirement. We can help with individual health insurance plans or Medicare plans for our clients.

According to its mission statement, DAP offers “experienced retirement planning through processes that have been tested by time in any market.” It also “works toward providing clients with financial security in uncertain times and taking the worry out of financial management.”

DAP is in the heart of downtown Lock Haven at 126 E. Main St. and an office in State College at 1524 W. College Ave.

“DAP has almost 40 years of financial services experience, including having an office in Lock Haven for 20 years,” explained Malek. “DAP is poised for a great future. We still have one of our founding partners, Nicholas Accordino.” We did say goodbye this year to one of our founding partners, Don Leitzell, and will continue to honor his memory with the same level of service he was always committed to. DAP has 10 planners and seven assistants and manages over $1 billion in client assets.

“We do all types of financial services, everything from retirement and investment planning, individual savings and life insurance,” she said. “We also do small business retirement plans as well. We often hear from clients that have left a job and want to figure out what to do with their retirement plan or are ready to retire and have their pensions or 401k from their employer.”

“We focus on the needs of a client. We meet with clients mainly by referral and believe that each plan is unique and different because the client’s needs are unique and different. We meet in private one-on-one meetings with clients to ensure that their confidential and life-changing events are handled appropriately.”

According to DAP’s website, their number one strength is service. DAP aims to serve the client first whether the market is good or bad. Representatives closely monitor the market and make conservative but rewarding suggestions to the best of their ability.

DAP’s goal is to help clients gain a better understanding of the financial concepts including insurance, investing, retirement estate planning and wealth preservation. Most importantly, they hope clients see the value of working with skilled professionals to pursue financial goals and understanding the opportunities and potential rewards that are available when taking a proactive approach to client’s personal financial situation.

“We, at DAP, are here to help educate investors about the basic concepts of financial management; help them learn more about who we are; and give them fast, easy access to market performance data. We hope you take advantage of their resource and visit us often. Our website provides information defining different plans, calculators and articles giving insight into the daily market. Our online videos will give you a better idea of how to handle the variety of financial situations you may be handling.

Malek said that DAP is extremely focused on the community. “We are very community oriented. We sponsor several local events as the Clinton County United Way Sports Night, Leadership Clinton County, many golf tournaments, adopting a family for Christmas and various sports teams.” For more information about DAP, visit www.diversifiedasssetplanners.com or call (570) 748-3475.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Diversified Asset Planners and JWC/JWCA are unaffiliated entities.

Diversified Asset Planners

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126 E. Main St.,

Lock Haven, PA 17745

www.diversifiedasssetplanners.com / 570-748-3475