Building Better Retirements
One Client at a Time.
Get Started In
3 Easy Steps
1. Discover
Schedule a meeting to sit down with Diversified Financial Group advisor and discover what your ideal retirement looks like.
2. Evaluate
Using the Diversified Financial Group process, we’ll examine your current financial situation and determine your retirement needs.
3. Plan
Receive a custom strategy to help you reach your unique retirement goals.
At Diversified Financial Group, our sole focus is YOU.
We’re committed to helping people like yourself work toward the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help pursue the objectives of that strategy.
Jay C. Peterson (born 1960) is an American Business Executive currently serving as the Founder and President of Diversified Financial Group. He has been in the Financial Services Industry for over 36 years. After successfully building and leading one of the largest Health Insurance brokerage firms in the Country of which he has sold and has now settled into his personal practice.
