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OUR PHILOSOPHY CUSTOMIZED FINANCIAL SOLUTIONS EXPERIENCE THE DIFFERENCE

Understanding Today’s Financial Environment

Welcome, we’re Diversified Investment Services, a financial organization in Anaheim, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Helpful Content

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

 

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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