About Us | Diversified Financial Consultants

Our Organization
Handling your own financial information is a full time job. To do it properly, you need to combine the skills of an Estate Attorney, Accountant, Investment and Insurance Professional. There are so many different aspects of Comprehensive Wealth Analysis that it requires the help of a full service financial team. Diversified Financial Consultants was established to address these needs. Our office provides clients with a team approach to managing your assets. In one organization we bring together professionals from many areas of financial services. Through proper analysis and the use of available resources, we strive to help you address your financial goals. In doing so, our objective is to help you take full advantage of various financial strategies.

Retirement Planning
Strategies

IRA / Roth IRA
Pensions / Profit Sharing
SIMPLE Plans
SEP-IRA PLans
401(K) / 403(B) Plans

Insurance Services

Life
Annuities
Health
Long Term Health Care
Disability

Investments Services

Stocks
Corporate Bonds
Municipal Bonds
Zero Coupon Bonds
Mutual Funds
Real Estate Investment Trusts (REITs)
Variable Insurance / Annuities

College Savings
Analysis

Custodial Accounts
Educational IRA
College Saving Plans

Estate Analysis

Estate Tax Analysis
Creation
Estate Conservation Strategies
Distribution Analysis

Business & Corporate Analysis

Corporate Benefit Plans
Business Continuation Planning
Deferred Compensation
Key Person Insurance
Buy Sell Agreement Ideas

One or more individuals are securities licensed through Investacorp, Inc., a registered broker/dealer, member FINRA and SIPC. Securities business cannot be transacted in other states until after the appropriate license is obtained. FINRA's homepage is www.finra.org and Securities Investor Protection Corporation's homepage is www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp Inc. and its affiliates.