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.Contact Us
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The true cost of raising a child may be far more than you expect.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Six overlooked tax deductions to help manage your tax bill.
At what point can you call a personal vehicle commercial?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Make your retirement as exciting as your next vacation.
Do you know how to set up your financial goals for success? This knight does.
It's easy to let investments accumulate like old receipts in a junk drawer.
That big list of dreams and goals isn't the only way to look at your bucket list.
Women must be ready to spend, on average, more years in retirement than men.
The average retirement lasts for 18 years. Are you prepared to fill that many days?