While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. At Diversified Financial Consultants, LLC We can help you execute a sound financial program utilizing the following products and services:

 

Investments

  • Bonds
  • Stocks
  • Educational IRA
  • Mutual Funds
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Managed Accounts
  • Alternative Investments

 

Financial Planning

  • Retirement Plans
  • Tax
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

 

Tax Planning

  • Income, Gift and Estate Tax Planning
  • Loss Harvesting
  • CPA Coordination