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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HOT TOPIC: The Coronavirus and the Global Economy
An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.
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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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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.