Vetted & Trusted

Here's what you can expect from us:

One size fits all actually doesn’t fit anyone that well. At Diversified Financial Group, we believe you need a financial strategy focused on what brings you joy, security, empowerment, and freedom. Our passion is making that happen.

Connect & Analyze

We gain a deep understanding of your situation, your goals, and the people and causes you care about. Our team works to create a detailed road map between where you are now, and where you want to be.

Staying Informed

We educate and empower you on your financial journey so you can be more informed in all of your financial decisions. We follow up and stay connected so we can adjust your plan as life changes.

Trust and Commitment

Our commitment to our clients goes beyond being qualified to serve you. We provide guidance, reliability, objectivity and coaching – with zero hard-sell pitches. We always have your best interest in mind.

Expert, Client-centric Advice

With years of industry experience, we provide clarity and walk you through each step no matter the complexity of your situation. At Diversified Financial Group, we always have your best interest in mind.

Clarity begins with a conversation

Each person's retirement picture looks a little different. Depending on your plans, the amount of money you'll need to maintain your lifestyle can vary—if you're hoping to finally travel the world, you may need a larger nest egg than someone who plans to stick close to home. And someone who retires with a home they own free and clear may not need as much monthly income as someone that rents or has a mortgage. We always start with a conversation and we expect you to have questions - sometimes they are hard to ask.

“I don’t even know what questions to ask.”

We get it. Investing and planning can be complicated, especially when you’re trying to figure it out on your own. If you don’t know where to begin, that’s okay.

But a lack of confidence is not a reason to avoid meeting with an investing pro. In fact, it’s actually a great reason to take the next step!

We are committed to educating you, so no question is off-limits. We’ll help you understand how different investment options could impact your future.

"I'm not sure how much it will cost."

If you’re already overwhelmed about meeting with a pro, feeling confused about how they get paid only makes it more intimidating.

You should never invest in something you don’t understand. Not understanding how an investing pro’s commission or fees impact your bottom line should make you nervous. It’s your future—you should know where your money’s going. If you don’t, ask questions until you do.

A trustworthy professional will take time to explain exactly how they get paid and how those costs affect your investments in both the short and longterm.

"I don't want a high‑pressure sales pitch."

No one likes being sold to—period. You shouldn't have to worry about feeling pressured into a big investment right away or that the investments aren't a good fit.

Our first meeting is simply a chance to get to know each other. We listen to understand your goals and won’t recommend products or strategies until you’re ready to move forward.

A true professional knows to include you on your decisions and understands your risk tolerance. With an independent advisor, you won’t be limited to a single company’s proprietary investment options. We’re committed to educating and empowering you so you can choose what’s best for you.

Do not let what you cannot do interfere with what you can do.

– John Wooden