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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

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

How Income Taxes Work

A quick look at how federal income taxes work.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Investments

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

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Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Saving for College 101

Here’s a crash course on saving for college.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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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