Thank you for your interest in Diversified Financial Partners and Smart Tax Planning^SM. There are many opportunities and potential rewards that are available when you take a proactive approach to your personal finances. By working with our team of qualified professionals, we believe that you'll be in the best position to take advantage of those opportunities and rewards.

We've provided a wealth of information on this website in the form of newsletter articles, calculators, and research reports.   We invite you to educate yourself about the basic concepts of financial management, and to learn more about the members of Diversified Financial Partners. We aim to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

This website also gives you fast, easy access to market performance data. Please 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.

Please don't hesitate to contact us with any questions or to set an appointment to speak to a financial professional.  We look forward to working with you, and to helping you achieve your financial goals.