FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

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Diversified Asset Planners, INC. 

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Values

One of our primary goals is to develop a long-term, trusting relationship with you.

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Accomplishments

One of the things that makes us more effective as financial advisers is our integrity.

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Legacy

We plan to assist you with continuing your families financial legacy.

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The Most Overlooked Item of Any Home Improvement

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Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

What If You Get Audited?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Long-Term-Care Protection Strategies

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There are some key concepts to understand when investing for retirement

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There are some smart strategies that may help you pursue your investment objectives

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There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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