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
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.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How to Talk to Your Kids About Inheritance
Learn how to discuss inheritance with your adult children in a way that sets expectations and reduces uncertainty.
How Much Should You Spend on Aging in Place?
Learn how to navigate the costs of staying in your own home as you age.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Saving for Your Child’s Future
Learn how to begin building a financial foundation for a child and choose an approach that fits your goals and timeframe.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.