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
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Managing Health Care Costs in Retirement
Learn what Medicare does and doesn’t cover and find out how to plan for out-of-pocket costs.
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.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.