Firm Overview

  

      Diversified Financial Group, LLC

 Overview

                                                                                                                              

 

  • Independent Boutique Firm with Significant Resources
    • Alliance of Independent Registered Representatives
      • FSC Securities, our broker-dealer, is a member of one of the largest global networks of independent financial advisors
  • Comprehensive Wealth, Estate and Financial Planning Services
    • Estate Accumulation and Preservation Planning
      • Through various asset management/investment services, including life insurance
    • Actively Consult with Clients on Estate Planning and Documentation (e.g., wills, trusts, gifting techniques, family limited partnerships, etc.) in conjunction with third party attorneys and accountants
  • Asset Management/Investment Services
    • Access to Broad Range of Traditional and Alternative Investment Strategies through Both Brokerage and Advisory Platforms*
      • Stocks, bonds, mutual funds, third party money managers, non-traded REIT, 529 college savings programs, variable annuities, etc.* 
    • Customized Investment Portfolios Based Upon Each Client’s Risk Profile*          Continually monitored by DFG investment professionals
  • Employee Benefits
    • Partner with Business Owners to Design, Implement and Monitor Employee Benefit Programs
      • Qualified Retirement Plans, Group Medical and Disability Plans, etc.
    • Other Business and Executive Strategies (e.g., Buy/Sell agreements, Deferred Compensation/Salary Continuation agreements, Key Man Insurance, etc.)
  • Client Servicing
    • Interdisciplinary Client Servicing Coordinating All Aspects of Wealth, Estate and Financial Planning by Leveraging Strategic Relationships with other Local Professionals (e.g., attorneys, accountants, third party administrators)
      • Advisers serve as “quarterback” of each client’s financial life