WELCOME TO DIVERSIFIED INVESTMENT SERVICES
At Diversified Investment Services, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Rightsizing for Retirement
What does your home really cost?