Worried that your financial strategy is
Missing Something?
We’re here to help you feel confident in your financial future.
YOUR DREAMS MATTER
At Diversified Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
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
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
Give
Provide for the people and causes you care about the most.
How?
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
How?
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
How?
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
READY TO TAKE
The Next Step?
For more information about any of the products and services we offer, schedule a meeting today!
Or give us a call at 651-332-2203
