Our Services

You work hard for your money and the team at Diversified Planners, Inc. believes that we should work hard to protect it.  Committed to your financial success, we provide accurate, easily-understood information, personalized attention, and extensive expertise so that you can achieve a safe and comfortable retirement.

While developing your customized retirement program, we'll walk you through a step-by-step process that will help you assess your needs, identify your goals, develop an appropriate strategy based on your vision, and feel confident in your decisions.



  • Estate and Tax Management

Our estate and tax management services guide you through the complex and often emotional estate and tax management planning process.  Working together, we'll structure an estate plan that will preserve your wealth for loved ones, minimize taxes and fees, and carry out your wishes without complications and delays.  For businesses, these services help support a smooth succession of ownership, ensuring that your company lasts well into the future. 


  • Financial Advising

We understand that the financial planning process can be overwhelming, confusing, and time-consuming.  It can be difficult to find reliable sources of information and make sense of all that's available.  Our financial advisory services leaves the research and expertise in the hands of our professional team.  During one-on-one consultations, you'll be given sound information and recommendations that are clear and easy-to-understand, allowing you to confidently make decisions that will safeguard your financial future.


  • Retirement Planning

Because planning for retirement is a lifelong process that should reflect where you are, we've created our retirement solutions to do the same.  No matter what your stage of life, the team at Diversified Planners, Inc. will help you identify specific retirement goals and develop a plan and strategy that will help you achieve them. 


  • Charitable Giving

We know that giving back to your community is an important part of who you are, and our charitable giving services can help your money go further.  Whether you're ready to establish a tax-effective giving strategy or interested in streamlining a current giving program, Diversified Partners, Inc. can help you have an even greater impact on the world around you.


  • Social Security Maximization

Social Security benefits can be an important source of retirement income, and making the right Social Security claiming decisions can mean having substantially more money in benefits.  Our Social Security maximization services provides you with the optimal strategy to make the most of the benefits you've earned and deserve.


  • Life Time Income Guarantees

Add an extra layer of security during retirement, supply dependable income, and protect your hard money from inflation with one of our life time income annuities.  These products secure a reliable, predictable stream of income for the rest of your life, lessening concerns you might have about outliving your money. 


  • Wealth Management

Our wealth management services provide comprehensive financial planning advice along with investment management.  Designed to safeguard your wealth and expand your growth potential, these services combine sound guidance and tailored products that will grow wealth, increase investment income, improve profitability, and maximize returns.


Secure Your Financial Future.

Contact Us Today!