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 firstname.lastname@example.org 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
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
At what point can you call a personal vehicle commercial?
What kind of auto insurance should you have? Do you know?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Even low inflation rates can pose a threat to investment returns.