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
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When Markets React
When markets shift, experienced investors stick to their strategy.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
These food myths will really put a drain on your wallet.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Investors who put off important investment decisions may face potential consequence to their future financial security.
It sounds simple, but paying yourself first can really pay off.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like old receipts in a junk drawer.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
If you died, what would happen to your email archives, social profiles and online accounts?