Worried that your financial strategy is
Missing Something?
We're here to help you feel comfortable about your financial future
WHAT WE OFFER
At Diversified Financial Management Group, LLC, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns
The RETIREMENT BLUEPRINT Process
Like the basis of any sound structure, your Retirement Blueprint requires a foundation and consists of the following: identifying your needs and goals, analyzing your current situation, making recommendations, creating a plan of action, and monitoring and revising your plan as needed.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
HOW?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(K) ROLLOVERS
Preserve
Protect the assets that can help you live the retirement you've always imagined.
How?
Asset protection
life insurance
tax-efficient strategies
Capital Gains Tax Mitigation
long-term care strategies
Give
Provide for the people and causes you care about the most.
How?
IRA legacy planning
tax-free legacy planning
We can also refer you to professionals who provide the following services:
TRUSTS · PROBATE · CHARITABLE GIVING · ESTATE PLANNING · TAX PLANNING
READY TO TAKE
THE NEXT STEP?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
📞 Or give us a call at (866) 266-9971
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.
