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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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Savings Accumulation
Estimate the future value of your current savings.