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.

 
   
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Life Insurance

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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