Welcome to our Web site, we believe in working as a "TEAM" to assist our clients achieve more success in retirement. 

T= Together
E= Everyone
A= Achieves
M= More

Diversified Estate Services has identified a top Estate Planning Attorney and a top CPA, and created a very unique partnership. While the Attorney and CPA do not work for Diversified Estate Services, LLC they work hard for any of our current or potential clients.  What this provides is a “team” approach to your financial, tax, and estate planning needs. During your first visit to our office, an “evaluation,"( if determined necessary) will be scheduled wherein Diversified Estate Services will analyze your current investments, the Estate Planning Attorney will review all of your estate documents, and the CPA will review your last 3 years tax returns. Because of our relationships, you will benefit from the thorough analysis of all of your financial and estate planning needs. And, we are able to offer a much more cost effective alternative to having these services performed, versus by otherwise independent selection.
Our “team” approach is the collaboration of time spent with each of us. Therefore, you will not repeat steps you would normally would by meeting with each specialist separately. This offers a savings we are able to pass onto our clients.

If you would like to have access to our "password" protected area and view such special reports as:

• ROTH IRA Conversions, what everyone should know
• The IRA/401(k) Beneficiary. Are you unkowingly leaving your money to Uncle Sam?
• Fixed Index Annuities.  Don't buy until you read this!

Simply Fill out the form below and get them all for FREE!

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We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with a pension, creating a distribution plan, as well as improving upon their existing retirement plan.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Thank you,

Need to rollover a 401(k), 403b, IRA or other retirement account? Click Here

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