Diversified Financial Consultants

For Independent Investment & Financial Management

 

Welcome.

At Diversified Financial Consultants, our mission is to help our clients achieve their financial potential through superb services, quality investment choices, and well informed creative consultation.

Our goal is to take the mystery out of investing and preparing for your financial future. Financial planning does not need to be complex and confusing. We will help you acquire the information you need to make informed investment choices.

As you navigate our web site, you will find financial information at your fingertips. Click on our Learning Center at the top of your screen to view current financial articles, research reports, or easy-to-use financial calculators. 

Our consultants will help you clarify and define your financial goals, recommend solutions to fit your needs, monitor changing financial conditions that could affect your financial progress, and deliver timely information.

If you have any questions or to request further information please call or e-mail us. We will be happy to help you.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Car Affordability

How much can you afford to pay for a car?

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

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