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
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
If you find it hard to attain personal life goals, there’s an app for that!
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What kind of auto insurance should you have? Do you know?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?