How We Serve
Companies & Retirement Plans
Enhance your company’s financial planning with Diversify’s Retirement Plan Services Team. From structuring retirement plans for employees to managing business continuity and key person protection, we offer expertise to optimize your business’s financial future.
Corporate Retirement & Benefits
Do you own or run a company that offers a 401(k) or other retirement plan for its employees?
Our Retirement Services team can help you build retirement plans that will give you and your employees peace of mind.
Insurance & Risk Management
Insurance plays a huge part in protecting your assets, family, and lifestyle.
Our advisors understand the world of risk and have access to a wide array of life, disability, auto, home, and other insurance products to help keep you protected.
Business Continuation Plans
Business succession planning can be intimidating to some business owners.
Our advisors make it simple and can help coordinate plan development, valuation, tax, legal, services, insurance solutions, implementation, and monitoring.
Executive Bonus Plans
A good executive bonus plan requires thinking through plan design, tax planning, funding mechanisms, investment management, compliance, and governance.
Our advisors can help you navigate through the landscape.
Buy-Sell Planning
Business partners who own a business together need to plan for the various situations looking ahead to when they may no longer be partners: retirement, death, disability, or even other business opportunities.
Our advisors can help you plan ahead for funding your buy-sell agreement obligations when the time comes.
Succession Planning
Figuring out what to do with your business as you near retirement can be one of the most impactful decisions you will make.
Our advisors can help you understand your options and implement a plan.
Deferred Compensation Plans
Have you thought about a deferred compensation plan for you or your business?
Our advisors can help you think through the deferral, contribution, and investment options.
Income Tax Planning
Does your income tax plan dovetail with your financial planning, investment planning, and estate planning?
Our advisors can help coordinate among your lawyers, and CPAs to make sure everyone is on the same page and rowing in the right direction.
Coordination With Other Professional Advisors
Your financial advisor, estate planning attorney, and CPA are the three pillars of your financial team. Other professionals, such as insurance specialists, come into the picture, too. Our advisors work tirelessly to coordinate with all your professionals to make sure they are on the same page, rowing in the same direction, and staying on task together.
Group Disability Insurance
There are many benefits to offering group disability insurance to your employees.
Our advisors have access to resources that can help you with a needs assessment, plan design, insurance market analysis, cost management, employee education, plan administration, and compliance and regulatory support.
Group Life Insurance
There are many benefits to offering group life insurance to your employees.
Our advisors can help you with a needs assessment, plan design, insurance market analysis, cost management, employee education, plan administration, and compliance and regulatory support.
Key Person Protection
Does your company have key-person risk? What is your plan if something happens to them?
Our advisors can help you put a plan in place to make sure the company stays on sure footing if something unexpected occurs.
Employee Education Programs
A key part to any retirement plan is making sure they understand its benefits and help them navigate their investment options.
Our advisors can help you with this communication and also offer company-wide group or one-on-one participant meetings in addition to providing education curriculum.
Plan Investment Reviews
We select investment options appropriate for the plan and participants, including a benchmarking analysis to compare fees and performance.
Individual(k) Plans
Are you self-employed or a small business owner without any full-time employees?
Our advisors can help you determine whether an Individual(k), also known as a Solo 401(k) or Solo-k, is right for you.
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SEP IRAs
For some self-employed individuals and small business owners, a SEP IRA (Simplified Employee Pension Individual Retirement Account) is the right fit.
Our advisors can help assess your eligibility and then assist with design, implementation, and maintenance of the plan.
Simple IRAs
For businesses with fewer than 100 employees, a Simple IRA, or Savings Incentive Match Plan for Employees, may be the right fit.
Our advisors can help you determine whether this type of plan is the right fit for your organization.
Talk to an Advisor
Ready to Optimize Your Wealth Strategy?
Schedule a complimentary consultation with a Diversify Wealth Advisor today.
801.838.9999