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
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
-
Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.