for Executives, Professionals, and their Families
When you appreciate the value of a lifelong wealth planning process, but don’t have the time or resources to achieve at a high level.
Review our papers, visit our blog and learn about our lifelong wealth approach to financial planning.
Your Financial Life
We’ll help you answer the most important questions in simple terms – your terms.
How do I feel about money?
What is my perfect financial life?
Where do I stand?
How do I move forward?
How do I know if I am on track?
The 3 Key Reasons to Avoid DIY Financial Planning
Studies show accredited financial professionals add 3%-5% long-term value to your portfolio. In this paper, we’ll show you not only how this study breaks down each area of value financial professionals provide, but the source of this value and how difficult it is for people to avoid the real costs and dangers of DIY planning. It will also show you the difference between good and great financial planning.
You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?read more
Many of our clients with children, or grandchildren, are having the same concern; how do I save for their college?read more
The Federal Reserve announced their plan to start unraveling their 4.5 trillion dollar balance sheet. Additionally, they declared that short term interest rates will remain unchanged for the time being. What impact does it have on you and your retirement preparation?read more
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Securities offered through Securities Service Network, Inc., Member FINRA, SIPC
Diversified Financial Consultants is registered as an investment advisor in DE, PA, MD, TX and NJ. Diversified Financial Consultants associates are registered representatives of, and offer securities products through, Securities Service Network, Inc., a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932. (800) 264-5499. Investments products and services available only to residents of: AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, & WA.