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
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?