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“Success is 10 % inspiration and 90 % perspiration.’’
– Thomas A. Edison


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SUSTAINING A VISION

Is your investment strategy appropriate? Have you saved enough for retirement? Can your estate plan do more to minimize any tax burden? Whatever questions your financial future presents, finding answers that are right for you now and over the course of your lifetime depends very much on the quality of the expertise upon which you rely.

At Diversified Investment Services, we are experts in developing and implementing wealth management strategies that allow individuals, families, and business owners to feel confident about the future. We deliver strategies that span a lifetime—for a level of continuity that can sustain any vision.


 

In the News

Sundae Shred Day

On July 17th, DIS hosted a Sundae Shred Day event from 1 – 3 pm in our office parking lot. Clients, friends and their family’s were invited to join us and bring in their documents that they would like to shred. Over 50 clients joined us and we kept the SoCal shred truck busy for the entire time. We also brought in an ice cream food truck called Just Chill’N to serve ice cream treats to our clients. Everyone enjoyed the cool treats, especially since it was in the 90’s during the event! Thank you to all of the clients who were able to join us, it was fun to have the opportunity to sit and talk with you and catch up with your lives. 


















Click Here to Watch:
Best Time To Invest (1927 - 2014)
Published by Loring Ward on Feb 28, 2015:


See how $1 invested in the U.S. Total Stock Market grew over the last nine decades, as well as what was in the headlines in Time Magazine. As the video shows, short-term news events generally had little impact on long-term market growth. 


 
Timeless Principles of Investing
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“Where in the
World is DIS?

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Commonwealth Financial Network named Best Place to Work in San Diego. Read more.


 
Featured Content: Latest Article and Market Commentaries

Medicare Basics You Need to Know: When should you enroll in Medicare? What plan should you choose? Here are some guidelines.

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Last Updated: 09/18/17






















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