Retirement Plan Fee Comparison Report

Are you overpaying for your Company Retirement Plan? When was the last time, your advisor did a cost comparison to try and save you money? Diversified Wealth Management Solutions has recently launched a new Retirement Plan Cost Comparison Tool that will provide you with a clear picture as to whether or not you are leaving…

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Retirement Plan Assessment

“A goal without a plan is just a wish” – Antoine de Saint-Exupéry. When it comes to retirement planning, simply wishing or hoping that you will reach your goals is not enough. It takes proper planning, dedication and discipline to meet your needs. As a Certified Financial Planner™, I take pride in helping my clients…

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