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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Building a Solid Financial Foundation

Building a Solid Financial Foundation

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

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Bull and Bear Go To Market

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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