Welcome to
Diversified Financial Group
For All Your Investment and Retirement Planning Needs
Diversified Financial Group is a full service financial firm committed to helping you improve your long-term financial independence. Our customized strategies strive to provide growth, and help preserve your assets through delivering a higher level of personalized service.
If you are currently working with another financial advisor and are concerned about the markets and/or your portfolio, and would like a free consultation or second opinion, give us a call today at 507-451-8362 for the Owatonna MN Office or 952-223-5472 for the Lakeville MN office. You can also request more information by clicking here.
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Newsletters
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.