Built on Personal Service and Long-Term Relationships
Built on personal service and long-term relationships, our mission is to help clients pursue financial stability, security, and true independence—through planning that matches your goals and your life.
Jay C. Peterson
Over 36 years of experience helping clients make informed decisions about insurance, Medicare, life insurance, health care, and long-term care planning.
Jay C. Peterson is the Founder and President of Diversified Financial Group. With more than three decades in the financial services and insurance industries, Jay brings a practical, relationship-first approach to every client conversation.
After building and leading one of the largest health insurance brokerage firms in the country, Jay now focuses his experience through his personal practice, helping individuals, families, and business owners evaluate their options with clarity and confidence.
As an independent broker with access to many of the nation’s leading insurance companies, Jay provides guidance designed around each client’s specific needs, goals, and stage of life.
Guidance built on education, discipline, and personal service.
Diversified Financial Group was founded with the goal of assisting clients in every aspect of their financial lives. Our approach is hands-on, relationship-driven, and focused on helping you move forward with clarity and confidence.
Helping you build stability, security, and lasting confidence.
For each client, we strive to help create financial stability and security to support financial independence. We believe your plan should be clear, practical, and designed around what matters most to you.
We work to simplify complex financial decisions so you can move forward with greater clarity while staying focused on the long-term outcomes you want to achieve.
Our Commitment
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Clients find our team knowledgeable, responsive, and committed to helping make their goals a reality.
Our Principle
Education and understanding of your current financial situation are vital to making prudent decisions about your future financial condition. Clarity first — then strategy.
Planning with purpose, values, and long-term vision.
Our approach is rooted in trust, education, and real-world planning designed to support a comfortable retirement and a meaningful legacy.
Our Philosophy
At Diversified Financial Group, we believe the mark of a life well spent is one where you are true to your values: honesty, hard work, and respect for others. We know relationships are important, and that earning someone’s trust is sacred.
Plan a Comfortable and Secure Retirement
Peace of mind isn’t for sale, but it can be achieved through thoughtful planning and consistent effort. The key is building trustworthy relationships with professionals who educate you about retirement options while offering real-world solutions tailored to your needs and concerns.
Our Mission
When we talk about the ways wealth and financial stability can define the individual, it has little to do with a balance sheet and more to do with a balanced life. True wealth is all that money can’t buy — and death can’t take away.
It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation — creativity paired with careful calculation.
As your trusted advisor, we are dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family.