Lifelong Wealth®

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.

Learn more…

Lifelong Blog

Donor Advised Fund: A Family Planning Tool

Donor Advised Fund: A Family Planning Tool

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.

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Referrals: An Often Overlooked Holiday Gift

Referrals: An Often Overlooked Holiday Gift

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.

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12 End of Year Planning Tips

12 End of Year Planning Tips

With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care of. Hopefully, these tips will motivate you to get off Santa’s naughty list and also help better position your finances.

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50 POINT WEALTH CHECK-UP

When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

CFP
AICPA
CEP
FSI

A Team of Caring Professionals

We’re dedicated to lifelong relationships.

We’d love to hear from you.

2200 Concord Pike, Suite 104
Wilmington, DE 19803

Phone: 302.765.3500

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.