Sound Financial Advice That Doesn't Sound Complicated
Diversified Financial Concepts is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs strive to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at email@example.com or call us at (616) 551-5780. We have offices in several locations. We look forward to hearing from you.Contact Us
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Understanding how capital gains are taxed may help you refine your investment strategies.
Gaining a better understanding of municipal bonds makes more sense than ever.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
It's important to understand how inflation is reported and how it can affect investments.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Making the most of surprises is a great reason to work with us.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.