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
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
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
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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.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Saving for College 101
Here’s a crash course on saving for college.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.