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group retirement services
We provide many services, most of which fit in the following
categories:
plan sponsor services:
- Plan Design and Consulting
- Investment Advisory Services
- Due Diligence Assistance and Consulting
- Attendance at Corporation Board Meetings
- Ongoing review and retention of all investments
and service providers - Personal Service to Key Contacts
- Measurement of Plan Effectiveness
participant services:
- plan enrollment
- ongoing enrollment meetings
- financial education
- personal financial advice
For a detailed description and service list,
please download our Service
Deliverables Summary.
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| Welcome
to Diversified Financial Advisors, a company dedicated
to serving and preserving the financial well being and
needs of individuals and corporations.
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Our Program help us guide you and protect
you. Click below to review:
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