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OUR PHILOSOPHY CUSTOMIZED FINANCIAL SOLUTIONS EXPERIENCE THE DIFFERENCE

WELCOME TO DIVERSIFIED INVESTMENT SERVICES

At Diversified Investment Services, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Saving for College 101

Here’s a crash course on saving for college.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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