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.

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Calculators

Retirement Portfolio Lifespan

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Financial IQ Test

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Lifetime Earnings

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

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