It's not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our events to see how we can help you with your retirement plan.
GET STARTED IN
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using our Retirement Blueprint, we'll examine your current financial situations and determine your retirement needs.
What Is Your Risk Number?
Does your current portfolio match your risk appetite?
CONTACT US
Toll Free: (866) 266-9971
Email: info@dfmgllc.com
BURBANK OFFICE
3500 West Olive Avenue
Suite 300
Burbank, CA 91505
Phone: (818) 465-9751
Fax: (818) 473-4240
LONG BEACH OFFICE
3780 Kilroy Airport Way
Suite 200
Long Beach, CA 90806
Phone: (562) 881-2115
Fax:
(818) 473-4240
CHECK US OUT
Diversified Financial Management Group, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Registered Investment Advisor CRD #156292 DFG Insurance Marketing, LLC. – CA License # 0H30188
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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