As a full-service wealth management advisory, Diversified Estate Solutions strives to connect you with a financial plan that works for you. When you first visit our office, an evaluation will be scheduled and our team will analyze your current investments. There are four core areas that we concentrate on:
1. We work side-by-side with you to establish an investment strategy that meets your unique needs.
2. To prepare you for a successful retirement, we then match you with the right financial tools for your income plan.
3. Through our comprehensive taxation planning, we ensure that you make the most of your hard-earned money.
4. After building a strong investment plan, we form an estate plan that enables you to efficiently establish your legacy.
We provide tools that emphasize growth and protection against market loss, including:
Long-Term Care Coverage
Sell-Side Discipline in Market Investments
We have identified top estate planning attorneys and CPAs, creating a very unique partnership. With an estate planning attorney reviewing your documents and a CPA assessing your tax returns from the last three years, we are able to provide a “team” approach to your financial, tax and estate planning needs.
Because of our relationships, you benefit from a thorough analysis of all of your financial and estate planning needs. In addition, we are able to offer a much more cost-effective alternative to having these services performed individually.