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.

50 Point Wealth Checkup

Lifelong Wealth®

…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:

  1. Knowing you have a lifelong financial planning process in place; lifelong advice.
  2. Having a trusted advisory team to implement your plan.
  3. Constant review and help on your path to lifelong wealth.

At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.

Lifelong Wealth Model

Lifelong Blog

The Downsize Retirement Myth – Video Blog

The Downsize Retirement Myth – Video Blog

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.

Markets Push to Records on Improving Economic Data

Markets Push to Records on Improving Economic Data

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.