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      *Roth IRA                                                                        


     *Multi-Generational IRA

                              

     *SEP-IRA         *SIMPLE IRA


     *Traditional Annuity    *Fixed Index Annuity


     *Investments for IRA Rollovers


 


    Retirement & 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




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.