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.Contact Us
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
When to start? Should I continue to work? How can I maximize my benefit?
For homeowners who think their property taxes are too high, there are ways to appeal.
Couples may be able to head off many of the problems in a marriage that money can cause.
Purchasing homeowners insurance is critical for protecting your home.
Calculating your potential Social Security benefit is a three-step process.
What can be learned from the savings rate?
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
If you died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
Here’s a crash course on saving for college.