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

12 Financial Planning Steps for Thirty-Somethings

12 Financial Planning Steps for Thirty-Somethings

Many of our client’s children are entering their pivotal 30’s from a planning perspective. Typically in your 30s, you’ll get to experience marriage, parenthood, and hopefully career advancement. These major life events cause an increased need to get your financial house in order.

read more

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.