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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Building Your Legacy
A four-step framework for building a personal legacy.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The History of Retirement
Do you know where the idea of “retirement” comes from?
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.