3737 Woodland Avenue
West Des Moines,
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 FundsStocks and BondsMunicipal BondsUnit Investment TrustsBrokered CD’sExchange Traded Funds (ETF’s)Real Estate Investment Trusts (REITs)Private Money ManagersWrap Accounts
Personalized Financial PlansCollege Funding ProgramsRisk ManagementEstate PlanningTax PlanningBuy/Sell AgreementsCharitable Gifting Strategies
AnnuitiesLife InsuranceDisability InsuranceLong Term Care InsuranceIndividual and Group Health
Traditional & Roth IRASimple IRASEP IRAProfit Sharing PlansMoney Purchase Plans401(k) PlansDefined Benefit Plans403(b)/TSA457 Deferred Compensation PlanPersonalized Retirement Plans
firstname.lastname@example.org | 515-457-2930