You've reached your level of success by constantly adapting to the marketplace and seeing opportunities others might have missed. That's exactly what we do at Diversified Financial Planning. We're not content to follow the crowd or apply a "one size fits all" solutions to your needs.

We go beyond the usual "stocks and bonds" formulas to identify the broadest possible number of opportunities for you. This enables us to identify ways we can make the most of your investments. Here are just a few of the vehicles we may use:

• Stocks. In keeping with your specific needs, we'll build a diversified "all weather" portfolio to help shield you from market fluctuations while keeping you positioned for a wide range of opportunities. This will typically include domestic and international stocks from a variety of industries.
  
  
• Income vehicles. The "income" portion of your portfolio may consist of bonds or CDs, but it may also include high-yield, low-risk stocks such as utilities and financial stocks. We make our choices based on your needs.
  
  
• Real estate. In today's marketplace, real estate can be a valuable part of your portfolio - providing growth potential and a hedge against stock fluctuations. We're constantly analyzing the hundreds of avenues available, including real estate funds, RETIS, individual properties and many others.
  
  
• Municipals and U.S. Government securities
  
  
• ...and more!