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Our Services

The Associates of DFG can provide access to a wide range of investment alternatives through their affiliation with FSC Securities Corporation, a registered broker/dealer, member FINRA/SIPC. General processing of securities, stocks and bonds is provided by Pershing, one of the foremost brokerage and clearing firms in the country. We have access to many investment groups and selected sponsors of insurance. Frequently, a diversified blend of these various investment categories will be appropriate for your financial situation and objectives.

At Diversified Financial Group, we provide assistance in the following areas:

Investments

  • Mutual Funds
  • Stocks and Bonds
  • Municipal Bonds
  • Unit Investment Trusts
  • Brokered CD’s
  • Exchange Traded Funds (ETF’s)
  • Real Estate Investment Trusts (REITs)
  • Private Money Managers
  • Wrap Accounts

Financial Planning

  • Personalized Financial Plans
  • College Funding Programs
  • Risk Management
  • Estate Planning
  • Tax Planning
  • Buy/Sell Agreements
  • Charitable Gifting Strategies

Insurance

  • Annuities
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Individual and Group Health

Retirement Planning

  • Traditional & Roth IRA
  • Simple IRA
  • SEP IRA
  • Profit Sharing Plans
  • Money Purchase Plans
  • 401(k) Plans
  • Defined Benefit Plans
  • 403(b)/TSA
  • 457 Deferred Compensation Plan
  • Personalized Retirement Plans