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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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A Bucket Plan to Go with Your Bucket List

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.

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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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How to Choose Between Buying and Leasing a Car

Weigh the pros and cons of leasing versus buying a vehicle based on your driving habits, financial goals, and the car market.

 

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

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Here are five facts about Social Security that are important to keep in mind.

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Regardless of how you approach retirement, there are some things about it that might surprise you.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Here's a crash course on saving for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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