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
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Success in Their Own Words
Why freedom, not money, is the mark of financial success and other surprising insights from professional representatives.
6 Steps to Rewire the Mind-Money Connection
Every new year brings promise, but sometimes this annual ritual can feel more like Groundhog Day. You start the year determined to keep your resolutions, but before too long, you default back to bad habits.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
As of Today, You’re Different.
Help others achieve life-long financial balance with just a desire to be something different.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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?
Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.