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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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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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.
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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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Coping with a Labor Shortage
As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.