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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

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

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