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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.