Broker Check

Our Services

How We Work

Our firm specializes in helping individuals and families develop sound retirement strategies. If you are retired, approaching retirement, transitioning you business or going through a major life change, please take the time to explore our website and the wealth of information we offer. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, tax efficiency and heritage planning as well as other issues that are critical to your financial well being.

At Diversified Financial Group, we can help in these areas:


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


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

Retirement Planning

Traditional & Roth IRA
Simple IRA
Profit Sharing Plans
Money Purchase Plans
401(k) Plans
Defined Benefit Plans
457 Deferred Compensation Plan
Personalized Retirement Plans

Send us a quick email or call the office. We welcome the opportunity to speak with you.  |  515-457-2930