Worried that your financial strategy is
Missing Something?
We're here to help you feel comfortable about your financial future
WHAT WE OFFER
At Diversified Financial Management Group, LLC, 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
The RETIREMENT BLUEPRINT Process
Like the basis of any sound structure, your Retirement Blueprint requires a foundation and consists of the following: identifying your needs and goals, analyzing your current situation, making recommendations, creating a plan of action, and monitoring and revising your plan as needed.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
HOW?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(K) ROLLOVERS
Preserve
Protect the assets that can help you live the retirement you've always imagined.
How?
Asset protection
life insurance
tax-efficient strategies
Capital Gains Tax Mitigation
long-term care strategies
Give
Provide for the people and causes you care about the most.
How?
IRA legacy planning
tax-free legacy planning
We can also refer you to professionals who provide the following services:
TRUSTS · PROBATE · CHARITABLE GIVING · ESTATE PLANNING · TAX PLANNING
READY TO TAKE
THE NEXT STEP?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
📞 Or give us a call at (866) 266-9971
