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When Markets React Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Our Firm


We are a comprehensive Financial Service Firm committed to helping you improve your long term success.

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Our Services


We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Approach


Our team approach offers unbiased, personalized service, and expertise.

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Understanding Today's Financial Environment

Welcome, we are Diversified Financial Services, Inc., financial professionals in Washington Township, MI. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out or preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing you estate, 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 you needs or today and for many years to come. We look forward to working with you through all stages of your life.

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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.

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Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

A Cheat Sheet for Sending Your Kid to College

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Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

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A quick look at how federal income taxes work.

Estimating the Cost of College

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The Pre-Retirement Checklist

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Use this calculator to compare the future value of investments with different tax consequences.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Rightsizing for Retirement

What does your home really cost?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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