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
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Building Your Financial Dream Team
Learn how different financial professionals can work together to support your goals and strengthen your financial future.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Rightsizing for Retirement
What does your home really cost?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.