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
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Best Apps in Travel
Technology tips to make your next trip even better.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.