Diversified Financial Services

"Building a strategic plan to achieve your financial independence."

 

Welcome to our web site!

It's never too late to plan for your future!  But many people put it off because they regard it as being very confusing and complex.  As a result, they could often miss out on many potentially rewarding financial opportunities.  When planning is done right, it can be exciting and empowering!  With the help of a skilled professional, who is interested in your specific needs and is also knowledgeable about all of the choices, you direct your own destiny. 

That's where the team of professionals at Diversified Financial Services can help.  Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.  By helping you acquire the information that you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.
 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

College Funding

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Business Succession Planning

The loss of an owner can be devastating to a small business, but a company-owned life insurance policy could help reduce the financial consequences if such a loss were to occur.

More Newsletters →