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Fiduciary Care for Individuals and Business Owners

With fluctuating markets and ever-changing goals, maintaining an appropriate personal or corporate retirement plan can be a daunting task. At Diversified Financial Advisors,LLC, our goal is to help make the process simpler and more efficient by collaborating with a team of professionals to provide a broad range of services.

We are an independent firm and registered investment adviser (RIA) that has been providing comprehensive asset management and retirement plan consulting services for corporations and individuals. Serving in a fiduciary capacity, we leverage our extensive resources to bring suitable solutions to connect our clients’ objectives with strategies that are measurable and flexible. With a thorough understanding of the various concerns our clients face — from determining when they can retire to managing the risk of their company retirement plan — we strive to work with them through the many milestones of life.

Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

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