Our Services

We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources.

Here are some of the services we offer:

hands counting change

Financial Planning

What comes to mind when you hear the term “financial planning”? Endless hours spent with an advisor discussing complex personal matters? Excruciating financial analyses and restrictive budgeting? If this is your impression of financial planning, we have some good news. We take an entirely different approach at Diversified.

retirement age man and woman kayaking

Retirement Planning

We all look forward to the day we can retire. It means sleeping in, traveling to exotic destinations, or spending time with loved ones. Whatever your vision of a perfect retirement, you deserve it. Your path to lifelong security starts here. When you choose Diversified, you’re the architect of your own retirement. We’re there to apply our expertise to deliver results. Ready to create your rewarding retirement? We’re always here for you.

hands at computer with stock chart on screen

Investment Planning

The heart of investment planning isn’t asset allocation or rates of return—it’s you. At Diversified, we believe every great investment strategy should begin with a clear understanding of your goals, timeframes, and risk tolerance. How well the plans we create allow you to meet your short- and long-term term objectives is a measure of our success, and we take that responsibility seriously. When you rely on the knowledgeable experts at Diversified, we’re with you for the long haul. Ready to make a smart investment in your future?

hands and pen with papers on table

Tax Planning

As Benjamin Franklin famously said, “Nothing is certain except death and taxes.” No one likes paying taxes. Fortunately, there are a number of strategies to keep Uncle Sam from raiding your wallet. Because the laws surrounding taxes are complicated and change frequently, seeking professional guidance is a smart move. At Diversified, we take tax planning seriously. We even have an in-house CPA with significant expertise in local, state, multi-state, and federal tax regulations to devise cohesive tax-savings strategies to benefit you today and down the road.

last will and testament papers

Estate Planning

You work your whole life to build something enduring. Wouldn’t it be wise to ensure maximum value of the estate you leave as testament to your labors? At Diversified, estate planning is much more than just confirming your will is in place and identifying your assets. We work to eliminate the uncertainties and confirm your wishes are honored as you pass your legacy on to future generations. For us, it’s about making sure your loved ones are provided for in a way that’s meaningful for you and for them.

man holding an umbrella reflected on a wet street

Protection Planning

Are you protecting the things that matter most? Life is filled with unpredictable possibilities and unexpected events. Accidents happen and people get sick. Facing these difficult truths is essential to building a secure financial future for you and your loved ones. Protecting your family by planning for the unforeseen is vital for your peace of mind. At Diversified, we believe your insurance needs are a key component of your overall financial plan.

thrown caps in the air at graduation

College Planning

Saving for college and paying for it are two vastly different things. It’s no secret college financial planning is growing more complicated. With higher education costs (now frequently exceeding $60,000 per year), there’s a lot on the line and choices can be overwhelming. At Diversified, we’re here to help unravel the complexities, allay your concerns, and develop workable solutions to achieve the educational funding you need.

retirement age man reading a newspaper. The headline says The Good Life.

Social Security Planning

You pay into Social Security throughout your working years, so shouldn’t you reap the most from it? Social Security benefits have become an increasingly important source of income during retirement. The decisions about when and how to take them have become increasing complex, as well. How do you know if you’re making the right decisions with those valuable benefits? The best solution is to turn to the experts at Diversified.

close-up of one hundred dollar bills

Charitable/Legacy Planning

Philanthropy is more than just making charitable contributions. It offers the unique opportunity to enrich the lives of others in a way that is personally meaningful. By giving with passion and purpose, you can express your values and support what matters most to you, today and down the road. At Diversified, we offer a full range of philanthropic services to help you maximize the benefit of your charitable contributions, while ensuring your giving fits seamlessly with your other financial goals.

executive man buttoning his suit

Business Planning

When it comes to the financial facets of your commercial enterprise, we mean business. As a business owner, your life is complex. There are countless demands on your time. You have multiple priorities and crises that need attention. At Diversified, we understand the significant responsibilities you assume in your leadership position. We work to make the process of protecting your business as hassle-free, efficient, and effective as possible.

man in suit leading forward speaking to colleagues

Employee Benefits

The value of benefits to job seekers and employees is becoming increasingly important. Employers have substantially upgraded the range of benefits they offer in an effort to recruit and retain top talent. Today, the comprehensive benefit packages offered by many corporations go considerably beyond the traditional life and health programs of the past. It’s not uncommon for benefit choices to include disability coverage, long-term care insurance, pre-tax medical and childcare, flexible spending accounts, and retirement savings plans to name a few.

pen tracing stock chart

Executive Equity Compensation

In today’s competitive business landscape, the race to attract and retain talented leaders is intense. Executive compensation plans have also become increasingly complex. Companies now seek to strike a balance between guaranteed and performance-based pay to appease both investors and company leaders. A significant portion of the executive compensation package is often tied to equity or long-term performance awards.

piggy bank shaped as model house

Mortgage and Home Equity Analysis

Your home is likely the biggest investment you’ll ever make. It’s probably one of your greatest assets and likely your largest liability. Given the significant impact your mortgage has on your overall finances, it’s smart to ensure you’re using it to your advantage. At Diversified, we apply a holistic approach to analyzing your finances that includes your mortgage.

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

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.