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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 comprehensive, 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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Helpful Content

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

 

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Roth 401(k) vs. Traditional 401(k)

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprises

Making the most of surprises is a great reason to work with us.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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