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.Contact Us
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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding the value of a home warranty.
Here are 5 reason why you may consider working through retirement.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Tips to avoid checking in luggage on your next vacation.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations?
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.