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What can we do for you?

 

Diversify offers a comprehensive, full service platform of investments, insurance and wealth management solutions. Our independent model, coupled with our financial advisors’ expertise in many different investment and insurance arenas, provides clients with access to a one-stop source of financial advice that is personal, independent and diversified to their particular needs and concerns. 

Below you will find a list of some of the products and services available through Diversify. Those wishing to know more about a particular product or service may click on that item below and be directed to the Diversify Learning Center for more in depth education and instructions. For those items that do not redirect to the Diversify Learning Center, please contact a Diversify representative for more details.

 

Individual Planning

Retirement &
Estate Planning

  • Wealth Management
  • Needs Analysis
  • Distribution Strategies
  • Stretch IRAs
  • Personalized Financial Profile
  • Charitable Gifting Plans
  • Financial Analysis & Consultation
  • Estate Planning

Insurance &
Asset Protection

Business Planning

Executive & Key Person Plans

  • Business Continuation Plans
  • Executive Bonus Plans
  • Deferred Compensation Plans
  • Buy–Sell Fundings
  • Key Person Protection
  • Business Overhead Expense

Retirement Plans

Insurance Plans

  • Group Health Insurance
  • Business Liability Insurance
  • Group Life Insurance
  • Group Disability Insurance
  • Supplemental Insurance
  • Long-Term Care Insurance

Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc. Member FINRA/SiPC. Insurances offered through Diversify Insurance, Inc.

This is neither an offer to sell nor a solicitation of an offer to buy securities. Any information contained on this website alone should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment.

Check the background of this firm on FINRA's BrokerCheck.

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