We are an independent firm and registered investment adviser (RIA) that has been providing comprehensive asset management and retirement plan consulting services for corporations and individuals. Serving in a fiduciary capacity, we leverage our extensive resources to bring suitable solutions to connect our clients' objectives with strategies that are measurable and flexible.
With a thorough understanding of the various concerns our clients face - from determining when they can retire to managing the risk of their company retirement plan - we strive to work with them through the many milestones of life. With fluctuating markets and ever-changing goals, maintaining an appropriate personal or corporate retirement plan can be a daunting task.
With a thorough understanding of the various concerns our clients face - from determining when they can retire to managing the risk of their company retirement plan - we strive to work with them through the many milestones of life. With fluctuating markets and ever-changing goals, maintaining an appropriate personal or corporate retirement plan can be a daunting task.
Services
At Diversified Financial Advisors, everything we do is aimed to help individuals, families, and businesses achieve their financial goals and plan for a strong future. For more than two decades, we have worked alongside professionals, executives, retirees, families, and businesses, striving to provide financial direction, sound advice, and the highest level of service.
John is the founder and President of Diversified Financial Advisors, LLC and specializes in working with plan sponsors to implement efficient and effective 401(k) plans. He has been in the financial services industry for over 30 years. Joe is the Vice President of Diversified Financial Advisors, LLC with more than 20 years of experience.
Understanding what we do is as important as how we do it. Our commitment to our clients is to help them put a diversified plan in place. This financial independence and well-being will help safe guard them and their families. We know that each of our clients have diverse needs, issues, goals and ideas.
Through our 401(k) plan consulting services, we work closely with your company, helping to ensure your program reflects the unique characteristics of your business and your employees. With decades of experience specializing in corporate retirement plans, we are uniquely qualified to assist you across the full range of your plan needs.
Building a successful retirement plan for an organization can be a daunting task, especially with all the other demands that come with running an organization. At Diversified Financial Advisors, we seek to serve as an extension of a client's organization that helps simplify the process by delivering high-impact service - innovative solutions, comprehensive consulting, and business value.
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Jodi Hamrick
Jun 09, 2018
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