Diversified Financial Consultants, LLC

Doing Our Best For You!

What makes us different? Maybe it's our personalized approach to helping clients build, maintain, and protect assets with our full range of outstanding products and services. Or, perhaps it’s our relationship with some of the most respected financial service companies in the marketplace.

Truthfully, it’s both.  Diversified Financial Consultants maintains a commitment of quality in all of our client services.

As financial professionals, we are dedicated to helping individuals and businesses build their financial future. Maintaining a strong sense of community and a solid professional foundation is very important to us.

Our combined education, experience, and professional affiliations foster a practical approach to offering financial service and advice to our clients. Rather than recommend a hodgepodge of unrelated products, we’ll consider your specific financial goals and investment objectives.

Working together, we’ll formulate a strategy to help achieve your target. Then, we’ll recommend the appropriate products and services to help you execute this approach. We partner with our clients and help them strive for financial excellence.

Thank you for visiting our website.

 
   

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

More Newsletters →

January 27, 2012 @ 03:16 PM

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