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
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Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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A four-step framework for building a personal legacy.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.