While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. At Diversified Financial Consultants, LLC We can help you execute a sound financial program utilizing the following products and services:



  • Bonds
  • Stocks
  • Educational IRA
  • Mutual Funds
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Managed Accounts
  • Alternative Investments


Financial Planning

  • Retirement Plans
  • Tax
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans



  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance


Tax Planning

  • Income, Gift and Estate Tax Planning
  • Loss Harvesting
  • CPA Coordination