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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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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Catalytic Converter Thefts Are on the Rise: Here’s Why
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?