Investment Planning

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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. We couple our goals-based investing process with prudent market diversification. This reduces your portfolio risk while maximizing the return on your investments. We put our tax savvy to work for you, too. Understanding how taxes affect your portfolio over the long term is an essential part of delivering the best outcome. A thoughtful tax management process can allow you to keep more of your money now, while enhancing your after-tax returns.

Your life is unique and dynamic. Shouldn’t your investment strategies be the same? There is no one right way to invest. Your life situations are distinctive to you and we know they can change fast. As markets fluctuate and your needs evolve, rest assured our credentialed professionals will be there to make the best adjustments to your portfolio. At Diversified, we apply detailed, ongoing monitoring that allows us to take a proactive approach to your investment strategies as they relate to market trends. When unforeseen economic conditions or sudden life changes occur, we’re able to respond quickly and effectively. We also recognize the impact of behavioral coaching has on your long term investment performance and thus take pride in understanding that sometimes in investing it is not what happens day-to-day but how you react that leads to long term success. Throughout our process, your goals are top of mind as we ensure your wealth is always working for you.

Investment planning isn’t a one-time event. 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? Contact us today. We look forward to serving you.

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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.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.