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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

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.