Diversified Financial Services Group, Inc.

"Because Everyone Can Benefit From
The Financial Planning Process"




Retirement & Estate
Planning Specialists

 

Click Here for Upcoming Workshops!
 


 
Welcome!

We Welcome You to the Diversified Financial
Services Group website and we look forward
to you getting to know who we are. . .

A unique, creative &
innovative company

A group of outstanding,
talented & committed people

A truly diverse product line

And, we look forward to getting to know YOU!

We encourage you to call for a no cost, no
obligation consultation 'Get Acquainted'
meeting and begin your financial
planning process now!

1-800-929-DFSG (6384)

Please click HERE to learn about who we are
and why DFSG, INC. should be the choice
to meet your individual Retirement
& Estate Planning needs.


 THE DFSG PHILOSOPHY


We are registered to sell Insurance
Products in the following states:
California, Connecticut, Florida, Kentucky, Maryland, Massachusetts,
Minnesota, New Hampshire, New Jersey, New Mexico, New York,
North Carolina, Pennsylvania, Texas &
Virginia

We are registered to sell Mutual Funds and
Variable Contracts
in the following States:
California, Florida, Kentucky, Maryland, Massachusetts,
New Jersey, New Mexico, New York, North Carolina,
Pennsylvania, Vermont, Virginia & West Virginia


THE DFSG COMPANY STORE

 

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

More Newsletters →