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
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.