In today’s world, being successful can come with a hefty price tag.
As a professional, you have a demanding career which consumes your time and resources. It can be challenging to carve out the time you’d like to spend with your family and friends. If you have children at home, it can be extra demanding to balance it all. You also have dreams you want to realize and a life you want to live. Amid this push and pull of your career and personal life, attention to your financial life can get put on the back burner. At the end of the day, what you really want are the options that having lifelong wealth provides. You need a plan to get there.
Contact us today to schedule a personal consultation with one of our Lifelong Advisors.
In today’s hectic world, being successful can come with hefty price tag. You may be an attorney, medical professional, engineer, college professor, technical expert, or business owner. As a professional, attention to your financial life can get put on the back burner. But at the end of the day, what you really want are the options that having lifelong wealth provides you and your family. You need a plan to get there.
We get it, because we’re just like you. We understand the competing priorities, the sometimes-frenetic pace, and the desire to do it all successfully. In the back of your mind, you probably have nagging financial questions. Perhaps you’re wondering if you’re saving enough for retirement, if you need some guidance with your tax planning, or if your insurance is sufficient. You might worry about paying for your kids’ college education or what you’ll do if something unforeseen happens to your spouse. For all of these concerns (and hundreds of others), we can help.
At Diversified, our goal is to liberate clients like you from the demands of managing the financial aspects of one’s life. We leverage our depth of experience along with state-of-the art technology, and we apply our caring and thoughtful solutions to devise a strategy to achieve your goals and ensure your financial well-being. We stay on top of your financial affairs, so you can get on with living your life.
is the pursuit of financial security to enjoy a meaningful life.
For us, the keyword here is “lifelong”. Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes:
Having a trusted advisory team to implement your plan.
Knowing you have a lifelong financial planning process in place; lifelong advice.
Constant review and help on your path to lifelong wealth.
Life is a lot less stressful when you’re part of the Diversified family.
Your uncertainties lessen and you’ll find more time to do what you enjoy. Our team of certified financial planners listen to your goals, help you organize and visualize a clear path to reach them, and then guide you every step along the way. That’s the kind of lifelong security we offer. It would be a privilege to guide you on your financial journey.
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Do retirees really downsize their homes during retirement? Or, do they “right-size” or even up-size their housing? Overall, learn about the trends in this video blog from Andrew Rosen.
If you’d prefer to listen or watch our extended video blog on the Blue Zone with Andrew Rosen, you can do so here.
Stocks continued their strong run last week, with multiple indexes hitting all-time highs. We saw global markets (represented by the MSCI All Country World Index) up 2.0% and domestic stocks (represented by the S&P 500 Index) up 2.8%.
Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.
Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.