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.
Charitable giving is at the core of many of us, especially this time of year. The other day I was having an interesting chat with a friend of mine on just this topic. Next thing you know the conversation shifted to a growing charitable resource called donor advised funds.read more
The system of referrals is not unique to the financial planning world; however, it is critical to the people we help. Referrals are our lifeline. So, why is introducing a friend, colleague, or family member to us (or any financial planner) the best gift you can give this holiday season? I’ll explain.read more
Check the background of this investment professional on FINRA BrokerCheck
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.