"BUILDING A DIVERSIFIED PORTFOLIO TO ACHIEVE YOUR FINANCIAL FREEDOM"

 

      

 

  

   Welcome To Our Web Site!

 

 

 

 

If you've been invited to our site by one of our clients, one of our associates, or have found us through the internet, we want to thank you for taking the time to visit us! 

Please take some time to visit all of the areas of our website to see how we can assist you with putting together a complete financial and estate plan for now, tomorrow, and for your retirement years!

It's never too late to start a plan for your future!  Many people put it off because it takes time and can be confusing and complex.  As a result, they can possibly miss out on various financial opportunities.  When planning is done right, it can be exciting and empowering! 

With the help of a skilled professional who knows your specific needs, and is knowledgeable about the choices that are available to you, then you can direct your own destiny.  Empowering you is what it's all about!

Our team of professionals at Diversified Financial Services can help you take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.  We will answer your questions and give you the information that you need to work towards reaching your financial goals. 

At Diversified Financial Services, our goal is to establish a long and trusted working relationship with you - Our Valued Client!
 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

More Newsletters →

July 04, 2009 @ 05:43 PM

Dow Jones Industrials 8,280.74- 223.32
Nasdaq Composite 1,796.52- 49.20
S&P 500 896.42- 26.91

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