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.
Newsletters
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Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lease Payment
How much would your monthly lease payment be?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.