How we help you achieve your goals.
It is our mission to uncover and achieve your life’s goals so that we can bring true happiness to as many people as possible by providing you with everything you need to achieve lifelong wealth.
Here’s how we can help you achieve your goals:
Financial Planning The baseline to achieve your goals
What comes to mind when you hear the term “financial planning”? Endless hours spent with an advisor discussing complex personal matters? Excruciating financial analyses and restrictive budgeting? If this is your impression of financial planning, we have some good news. We take an entirely different approach at Diversified.
Retirement Planning Enjoy all that life has to offer
We all look forward to the day we can retire. It means sleeping in, traveling to exotic destinations, or spending time with loved ones. Whatever your vision of a perfect retirement, you deserve it. Your path to lifelong security starts here. When you choose Diversified, you’re the architect of your own retirement. We’re there to apply our expertise to deliver results. Ready to create your rewarding retirement? We’re always here for you.
Investment Planning We invest in your happiness
The heart of investment planning isn’t asset allocation or rates of return—it’s you. At Diversified, we believe every great investment strategy should begin with a clear understanding of your goals, timeframes, and risk tolerance. How well the plans we create allow you to meet your short- and long-term term objectives is a measure of our success, and we take that responsibility seriously. When you rely on the knowledgeable team at Diversified, we’re with you for the long haul. Ready to make a smart investment in your future?
Estate Planning * Leave a legacy that lives forever
You work your whole life to build something enduring. Wouldn’t it be wise to ensure maximum value of the estate you leave as testament to your labors? At Diversified, estate planning is much more than just confirming your will is in place and identifying your assets. We work with your other estate planning advisors to eliminate the uncertainties and confirm your wishes are honored as you pass your legacy on to future generations. For us, it’s about making sure your loved ones are provided for in a way that’s meaningful for you and for them.
Protection Planning We'll help you prepare for the unexpected
Are you protecting the things that matter most? Life is filled with unpredictable possibilities and unexpected events. Accidents happen and people get sick. Facing these difficult truths is essential to building a secure financial future for you and your loved ones. Protecting your family by planning for the unforeseen is vital for your peace of mind. At Diversified, we believe your insurance needs are a key component of your overall financial plan.
College Planning Gift the gift of lifelong education
Saving for college and paying for it are two vastly different things. It’s no secret college financial planning is growing more complicated. With higher education costs (now frequently exceeding $60,000 per year), there’s a lot on the line and choices can be overwhelming. At Diversified, we’re here to help unravel the complexities, allay your concerns, and develop workable solutions to achieve the educational funding you need.
Social Security Planning Get the most from your social security benefits
You pay into Social Security throughout your working years, so shouldn’t you reap the most from it? For many people, Social Security benefits have become an increasingly important source of income during retirement. The decisions about when and how to take them have become increasing complex, as well. How do you know if you’re making the right decisions with those valuable benefits? We believe the best solution is to turn to the knowledgeable team at Diversified.
Charitable/Legacy Planning Your philanthropy will live forever
Philanthropy is more than just making charitable contributions. It offers the unique opportunity to enrich the lives of others in a way that is personally meaningful. By giving with passion and purpose, you can express your values and support what matters most to you, today and down the road. At Diversified, we offer a full range of philanthropic services to help you maximize the benefit of your charitable contributions, while ensuring your giving fits seamlessly with your other financial goals.
Business Planning Leave the financial details of your business to us
When it comes to the financial facets of your commercial enterprise, we mean business. As a business owner, your life is complex. There are countless demands on your time. You have multiple priorities and crises that need attention. At Diversified, we understand the significant responsibilities you assume in your leadership position. We work to make the process of protecting your business as hassle-free, efficient, and effective as possible.
Employee Benefits We'll treat your employees like they're our own
The value of benefits to job seekers and employees is becoming increasingly important. Employers have substantially upgraded the range of benefits they offer in an effort to recruit and retain top talent. Today, the comprehensive benefit packages offered by many corporations go considerably beyond the traditional life and health programs of the past. It’s not uncommon for benefit choices to include disability coverage, long-term care insurance, pre-tax medical and childcare, flexible spending accounts, and retirement savings plans to name a few.
Executive Equity Compensation Attract the best of the best
In today’s competitive business landscape, the race to attract and retain talented leaders is intense. Executive compensation plans have also become increasingly complex. Companies now seek to strike a balance between guaranteed and performance-based pay to appease both investors and company leaders. A significant portion of the executive compensation package is often tied to equity or long-term performance awards.
Mortgage and Home Equity Analysis Let us analyze your largest asset
Your home is likely the biggest investment you’ll ever make. It’s probably one of your greatest assets and likely your largest liability. Given the significant impact your mortgage has on your overall finances, it’s smart to ensure you’re using it to your advantage. At Diversified, we apply a holistic approach to analyzing your finances that includes your mortgage.
Tax Planning * Set your mind at ease with our in-house CPA
Tax planning isn’t independent from the rest of your financial plan—it’s an important element in the overall picture. Strategic tax planning is designed to allow the other components of your financial plan to interact more efficiently by minimizing the tax liability. It also helps to ensure that your portfolio is structured in a way that maximizes your tax savings. When you work with Diversified, you’ll benefit from the depth of experience we have in financial planning that aims to minimize personal tax obligations. It’s a hallmark of our firm and we take great pride in what we believe is the elite level of strategic tax services we offer. We’re able to provide these exceptional tax planning services by leveraging the strength of our years of experience and the added value that comes with having a highly respected CPA on our team. Together, we bridge the divide between the “investment work” and the “tax work” to bring the most comprehensive and effective tax strategies to our clients. Learn more about our tax services here.
*Diversified LLC does not provide tax or legal advice.
The Diversified Difference
Are you ready for Lifelong Wealth?
Contact us to schedule your free consultation today, and discover all of the ways we’re here to help you on your journey to lifelong wealth.