Diversified Financial Partners has developed professional strategic alliances with several major private banks, law firms and CPA firms. These alliances focus on a belief that the insurance professional should be a trusted advisor on a professional advisory team. This allows our financial advisors to serve clients in the best multi-discipline approach possible.

Our Smart Tax Planning process develops a customized financial program, through which these professionals will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
  • Real Estate