Our Services
At Diversified Financial Services the financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we will focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long-term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in, and comfortable with, the financial suggestions that we make.
Investments
Traditional IRA
Roth IRA
Multi-Generational IRA
SEP-IRA
SIMPLE IRA
401k, 403b, 457, 501c - Qualified Plans
Retirement Plan Rollovers to an IRA
Fixed Annuity
Equity Index Annuity
Financial & Estate Planning
Retirement Plans for Individuals
Estate Planning (Comprehensive)
Retirement Plans for Business Owners
401(k) Planning
403(b) Planning
457 Planning
501(c) Planning
Trust Planning (Various Types of Trusts)
Special Needs Planning for People with Disabilities
Insurance
Life Insurance
Long Term Care Insurance
Mortgage Term Life Insurance
Medical Insurance
Medicare Supplements
Final Expenses Insurance
Please visit the Learning Center section of our Website and browse all of these important areas to learn the latest. The Articles and Newsletters sections cover important subjects that deal with many areas of financial and estate planning. Use the Calculators to assist you in areas that give you the latest formulas to figure amounts that apply to your numbers. The
E-Seminars are very helpful and give you a short overview of these selected topics in 10 minutes or less. Tax Forms and tax information are there for you in the Tax Library.
Please contact us with any questions that you may have, or to request your FREE consultation with one of our Professional Advisors.
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