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OUR PHILOSOPHY CUSTOMIZED FINANCIAL SOLUTIONS EXPERIENCE THE DIFFERENCE

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

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Your Midyear Financial Checklist

Your Midyear Financial Checklist

Use this framework to review your finances, and stay aligned with your goals for the rest of the year.

The History of Currency

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

The True Cost of Delaying Retirement Contributions

Learn how starting retirement contributions sooner, even with small amounts, can make a significant difference over time.

Protecting Your Assets in Divorce

Learn key information about state laws, protecting your property, and preparing financially for a separation.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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