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Products & Services

At Diversified Financial Concepts, we provide assistance in the following areas:

Investments available through LPL Financial
  • Annuities
    Variable, Immediate, Deferred, Fixed and Indexed.
  • IRA's
    Traditional, Roth, Rollover, SEP, Simple and Roth Conversions. 

  • Bonds
    Corporate, Municiple, Treasury and Laddered.
  • Pension Plans
    401 (k), 457, 403B, SEP, Simple, Cross-Tested, Defined, Benefit and Profit Sharing. 

  • Educational Savings Accounts
    529 Plans, Coverdell IRA's and UGMA's.
  • Stocks
    Individual, ETF's, Mutual Funds, Indexed, UIT's and SMA's

Financial Planning Available through LPL Financial
  • Retirement Plans
  • Tax Strategies
  • Education Funding
  • Long Term Care
  • Accumulation Plans
  • Education Planning
  • Life Insurance Planning
  • Disability

Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Life Insurance
    Whole Life, Universal Life, Term, Fixed, Indexed and Variable.

Tax Planning
  • Strategize & Reduce Income Tax
  • Reduce-Eliminate Taxes on Social Security
  • Reduce or Eliminate Estate Taxes
  • Retirement Income Distribution Strategies