Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Retirement Planning

  • 401(k)
  • 403(b)
  • 457(b)
  • Profit Sharing Plans
  • Defined Benefits
  • Income Strategies
  • SEP
  • ROTH
  • Rollover IRA
  • Beneficiary IRA
  • SIMPLE
  • Cash Flow Analyzes
  • Social Security Income
  • Pensions
  • Required Minimum Distributions
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Investment Management

  • Stocks
  • Bonds
  • Exchange Traded Funds
  • Mutual Funds
  • Passive Strategies
  • Active Strategies
  • Index Funds
  • Separately Managed Accounts
  • Income Portfolios
  • Growth Portfolios
  • Balanced Portfolios
  • Risk Analysis
  • Asset Allocation
  • Tactical Portfolio Reallocation
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Tax Efficient Strategies

  • Municipal Bonds
  • Capital Gains
  • Tax Deferral
  • Tax Deductions
  • 1031 Exchanges
  • 1035 Exchange
  • Tax Loss Harvesting
  • Qualified Dividends
  • CPA Collaboration
  • Tactical Rebalancing
  • Charitable Giving
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High-Net-Worth

  • Municipal Bonds
  • Capital Gains
  • Tax Deferral
  • Tax Deductions
  • 1031 Exchanges
  • 1035 Exchange
  • Tax Loss Harvesting
  • Qualified Dividends
  • CPA Collaboration
Learn more

Small Business

  • 401(k)
  • SEP IRA
  • SIMPLE Plan
  • Buy Sell Agreements
  • Cash Flow Management
  • Disability Income Insurance
  • Investment Management
  • Employee Education
  • Defined Benefit Plan
  • Profit Sharing
  • TPA Collaboration
  • CPA Collaboration
Learn more

Insurance

  • Universal Life Insurance
  • Whole Life Insurance
  • Variable Life Insurance
  • Term Life Insurance
  • Disability Income Insurance
  • Indexed Life Insurance
  • Variable Annuities
  • Fixed Annuities
  • Indexed Annuities
  • Long Term Care Insurance
Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

markalcorn@diversifiedwms.com | (559) 412-8492