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Welcome to The Diversified Group website!

We are a full services financial company that combines a broad scope of services, with decades of knowledge, and personalized service to give you and your family the level of professionalism you will not find any where else.

We offer services in the following areas as well as a couple of specialty programs such as our Real Estate IRA and Estate Maximization programs.

 

  • Retirement Funding Strategies
  • Life, Health, and Long Term Care Insurance 
  • Real Estate Investments
  • Non-Traditional Investments
  • Estate Planning
  • College Funding

 

                             

 

  

 

 

 

 

    

         Advisor Access                 Client Access

 

Please browse our site and make sure to bookmark it as there is a wealth of financial information such as: individual portfolio managers, investment & mortgage calculators, current articles on financial awareness, stock tickers, and so much more. So welcome, and we look forward to talking with you in the near future!

 

Access your brokerage account carried by Sterne Agee here!

 

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →