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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Helpful Content

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Power of Compound Interest

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

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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