Resources to Save You Time

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under one roof

In an effort to save you time, we’ve compiled resources all under one roof to make your life more convenient. Below we’ve listed trusted financial professionals that we’ve worked with for years that are available to assist you with various aspects of your financial life, from your taxes to insurance needs or legal assistance. We also have a list of wellness professionals if you’d like a connection to enhance your health and happiness. As you know, we believe that wealth alone isn’t enough – we want our clients to live a healthy and fulfilling life as well, and we’re here to help you facilitate that in any way we can. 

TIME IS MONEY

We’ve partnered with trusted professionals to help save you time, because we know that your time is valuable

time is money

In House Resources
Professionals within the Diversified family

At Diversified tax, we provide bookkeeping and accounting services in addition to personal, business and non-profit tax preparation, incorporation and more. 

Diversified Tax

At Diversified tax, we provide bookkeeping and accounting services in addition to personal, business and non-profit tax preparation, incorporation and more.  CONTACT DIVERSIFIED TAX Diversified insurance offers Lifelong insurance protection, through home, auto, umbrella, life, disability and long-term care insurance policies. 

Diversified Insurance

Diversified insurance offers Lifelong insurance protection, through home, auto, umbrella, life, disability and long-term care insurance policies.  CONTACT DIVERSIFIED INSURANCE

Outsourced Resources
Our trusted partners

Lawyer When you need legal advice, from personal to professional matters, Michael Salad is available to help.

Michael Salad, Equire

Lawyer

When you need legal advice, from personal to professional matters, Michael Salad is available to help. CONTACT MICHAEL Apex Home Loans  Matt's been helping homeowner make their dreams come true for over 17 years. He's here to help you navigate purchasing a new home or refinancing your home. 

Matt Lieberman

Apex Home Loans  Matt’s been helping homeowner make their dreams come true for over 17 years. He’s here to help you navigate purchasing a new home or refinancing your home.  CONTACT MATT

HEALTH IS WEALTH

Without your health, your wealth is meaningless. These partners focus on your phsycial and mental well-being.

health is wealth Autumn Nessler

Autumn Nessler

Retirement Options Coach

Autumn is a certified retirement options coach, available to help you with your transition to post-career life. CONTACT AUTUMN Registered Dietician Lindsay is a registered dietician available to help with your nutritional needs.

Lindsay Rosen, RD Registered Dietician

Registered Dietician Lindsay is a registered dietician available to help with your nutritional needs. CONTACT LINDSAY Life Coach Jen Groover is a best-selling author and life coach. She offers ongoing classes, which you can sign up for here.

Jen Groover

Life Coach

Jen Groover is a best-selling author and life coach. She offers ongoing classes, which you can sign up for here. CONTACT JEN