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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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.