Diversified Estate Services - Financial Advisor Raleigh NC

Welcome to our Web site, we are independent financial advisors in Raleigh NC.  We are fee based and believe in working as a "TEAM" to assist our clients achieve more success in retirement.  You can visit our office at, 4101 Lake Boone Trail, Suite 122, Raleigh NC.

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

We have identified top Estate Planning Attorneys and top CPAs, and created a very unique partnership. While the Attorneys and CPAs do not work for Diversified Estate Services 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 by meeting with each specialist separately. This offers a savings we are able to pass onto our clients. If you are looking for a fee-based financial advisor please feel free to contact us for a no cost, no obligation talk. 

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,

 

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