Our Services

Established 1991

Diversified Financial Services Group
provides services for:

- Individuals & Families

- Professionals & Businesses
  

• Retirement Planning
  
• Investment Planning 
  
• Estate Tax Planning 
  
• Long Term Care Planning 
  
• Charitable Giving Strategies 
  
• College Funding Programs
  
• Life Insurance Planning
  
• Non-Qualified Deferred
  Compensation Programs
  
• Pension & Profit Sharing Plans 
  
• Disability Income Protection 
  
• Comprehensive Financial Planning 
  
• Key-Person Loss Indemnification 
  
• Private Pension Plans 
  
• Buy & Sell Funding Plans 
  
• Executive Salary Continuation Programs