We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
I am Michael Rosenberg, RFC, thank you for taking the time to visit our website. At Diversified Investment Strategies, we take a proactive TEAM approach, through our TEAM BASED MODEL of handling all facets of financial needs. Our approach is designed to help business owners, and high net worth individuals increase their bottom line, through tax reduction strategies, and the realization of potentially lowering operational expenses. These strategies are a result of our TEAM BASED MODEL approach and the nationwide resources available to our clients through some of the best minds in tax, law and cost procurement. We work alongside your CPA and together we lead and coordinate a process designed help you solve some of the biggest issues facing business owners and high net worth families today. Our TEAM will address issues such as;• Preparing your business for a sale, either now or in the future. • Examining Estate Equalization issues among heirs.• Implementing an Exit Strategy for your business.• Strategies to keeping and retaining Key Employees.• Understanding options beyond the 401K Plan and how to create the maximum deduction available through qualified retirement plans.• Creation and formulation of a Charitable Giving Plan• Trust services.*• Comprehensive techniques to lower and or eliminate Estate Tax• Business Disposition planning.• Utilization of Non-Qualified Retirement Plans.• How to eliminate certain risk, while reducing liability costs.At Diversified Investment Strategies, our TEAM is ready to serve you in a proactive and holistic manor. Some examples of our work, we recently worked with a small business that owned the building that housed their company. We immediately recognized the need for cost segregation and brought in an expert in the field. We also brought in our cost mitigation expert. This business recognized the need for a business disposition plan, but never had the funds to fund it, through the cost savings our TEAM provided we were able to fund this company’s business disposition plan fully and give the owners of the business, the employees and the families financial confidence that this business will have the means to continue well into the future.We welcome the opportunity to answer any questions you have and to serve your needs.
I welcome your phone call,
Michael L Rosenberg, RFC
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.