Tax-Deductible contributions and guaranteed
retirement benefits up to $ 380,000 a year.

Diversified Financial Services specializes in wealth management providing our clients with Comprehensive Financial Planning, Estate Planning, Trust Services, Investment Management, Insurance, Charitable Services and Advanced Tax Strategies.
We deliver expert, objective guidance and solutions that tailored for your individual situation.

We are committed to provide world-class operational excellence. Financial products and services available through Diversified Financial Services include:

• Traditional brokerage accounts
• Investment advisory programs
• Comprehensive financial planning services
• Separately-managed accounts

We offer a wide range of investment products, including:

• Individual stocks and bonds
• Mutual funds
• Exchange traded funds (ETFs)
• Options
• Variable annuities
• Unit Investment Trusts (UITs)
• Alternative Investments
• Customized portfolio solutions

While we take pride in our extensive product lineup, our primary focus is on finding ways to help you meet your goals. We will consult with you on your financial needs, and help you define an approach that fits your situation. We’ll create a financial program that meets your needs and objectives. Our expertise includes but not limited to:

• Asset protection strategies
• Methods to increase and stabilize your monthly income
• Review and insure adequate insurance protection (property, auto, health, long term care, liability)
• Estate planning review and recommendations (trusts, asset division, IRA distribution tactics)
• Income tax reduction

Our comprehensive array of financial services can help you plan and manage your wealth.