Diversified Financial Group

Financial Services

Planning, strategy, and guidance designed to help you move forward with clarity—built around your goals, timeline, and comfort level.

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Diversified Financial Group

Here to help you manage your finances so you can pursue your ultimate goals.

We focus on clear planning, disciplined risk management, and strategies designed to help protect what you’ve built.

Retirement Planning

Diversified Financial Group, a Certified Financial Fiduciary, has dedicated his career to helping retirees protect against the Seven Known Retirement Threats:

#1 Market Risk
#2 No Guaranteed Growth
#3 No Guaranteed Income
#4 No Extra Income for Long Term Care
#5 No Spouse Replacement Income
#6 No Spouse Extra Income for Long Term Care
#7 No Guaranteed Liquidity at full value when markets are down

Professional Fiduciary Money Management

For more information

Money management using a special algorithm and stop loss benefit to pursue growth with a 20-year history of very little losses. Example performance:

2008: Markets -44% · Clients +4.79%
2023: Clients +45.58%
Regulatory: AMS is registered with the SEC.

Estate Planning

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive retirement plan.

Insurance Services

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

Strategy

A strategy based on your goals:

Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.

Vision
Assessment
Strategy
Action
Ongoing Relationship
Vision
Assessment
Strategy
Action
Ongoing Relationship

We offer services in these three areas:

A clear, simple framework to help you prepare, protect, and provide with confidence.

GROW

Prepare for retirement by putting your hard-earned assets to work.

HOW? Strategies and tools designed to build momentum.

403B / TSA Plans
Accident Insurance
Annuities
Asset Protection
Charitable Giving
College Funding
Critical Illness Insurance
Dental Insurance
Disability Insurance
Final Expense Life Insurance
Estate Planning

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.

HOW? Risk-aware planning that helps defend your future.

Fixed Indexed Annuities
Funeral Trust Insurance
Guaranteed Income
Health Insurance
Indexed Universal Life Insurance
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
Life Insurance
Lifetime Income Planning
Living Benefits Insurance
Long Term Care Insurance

GIVE

Provide for the people and causes you care about the most.

HOW? Legacy and income planning built around what matters to you.

Medical Travel Insurance Single
Medical Travel Insurance Group
Medicare Insurance
Medicare Supplemental Insurance
Mortgage Protection Insurance
Retirement Income Planning
Safe Money Options
Short Term Major Medical Insurance
Social Security
Vision Insurance
Wills, Trusts, Estates

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