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
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The History of Retirement
Do you know where the idea of “retirement” comes from?
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.