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
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Five creative (and inexpensive) ideas for motivating your employees.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There are four very good reasons to start investing. Do you know what they are?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here are five facts about Social Security that are important to keep in mind.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Women must be ready to spend, on average, more years in retirement than men.
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.