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
with the financial suggestions that we make.
                                            
 

     Investments That We Offer Include: 

     *Traditional IRA       *Simple IRA                                                                     

     *Roth IRA              *Multi-Generational IRA
                              
     *SEP-IRA               *SIMPLE IRA

     *Traditional Annuity    *Fixed Index Annuity

     *IRA Rollovers

 

    Financial & Estate Plans We Offer Include:

    *IRA Planning          *Estate Planning

    *401(k) Planning       *403(b) Planning

    *457(b) Planning       *501(c) Planning

    *Income Planning       *Retirement Plans for Business Owners

    *Trust Planning (Various Types of Trusts)

    *Special Needs Planning for People with Disabilities
 

   Insurance Programs We Offer Include:

     *Long Term Care Insurance   *Life Insurance

    *Mortgage Life Insurance          *Medical Insurance

    *Medicare Supplements                *Final Expense Insurance


Please contact us at (972) 309-0883 (Dallas-Ft. Worth Area) 
OR at (877) 241-6500 TOLL FREE (Outside Metroplex Area) to request 
your FREE consultation with one of our Professional Consultants.