For Independent Investment & Financial Management
Welcome.
At Diversified Financial Consultants, our mission is to help our clients achieve their financial potential through superb services, quality investment choices, and well informed creative consultation.
Our goal is to take the mystery out of investing and preparing for your financial future. Financial planning does not need to be complex and confusing. We will help you acquire the information you need to make informed investment choices.
As you navigate our web site, you will find financial information at your fingertips. Click on our Learning Center at the top of your screen to view current financial articles, research reports, or easy-to-use financial calculators.
Our consultants will help you clarify and define your financial goals, recommend solutions to fit your needs, monitor changing financial conditions that could affect your financial progress, and deliver timely information.
If you have any questions or to request further information please call or e-mail us. We will be happy to help you.
Newsletters
-
HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?
This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
-
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?