Do you have a strategic plan for where you want to take your business and how you’re going to get there, or are you just putting out fires and taking it day-by-day? At Diversified Investment Strategies, we believe your business is too important to gamble with and deserves to have some of the best minds working to make your vision a reality.
As business strategy specialists, we have spent years helping business owners increase their bottom line, design effective exit strategies, and handle all facets of their financial life. We’d love the chance to help you too.
What To Expect
When you chat with us during your free business strategy phone call, we’ll do a 30,000-foot flyover of your business financials, looking at what you have, the obstacles you face, and where you want to be. We search for any apparent gaps in your planning and recommend some practical changes to get you one step closer to your goals.
We leave nothing to chance, teaming up with top-notch tax, law, and cost procurement professionals to provide you with customized strategies designed to help reduce taxes, control expenses, and reduce risk.
If and when you are comfortable with our advice and recommendations, you can decide to pursue a long-term relationship with our team and experience the benefits of having Diversified Investment Strategies on your side.
We Make Your Convenience A Priority
We’ve tried to make this as stress-free for you as possible, so we’re excited to announce that you can easily and conveniently schedule your retirement readiness phone call with us. How does it work? It’s simple. Choose a day and time on our online calendar that works best for you and start the process toward getting your business in the best shape possible.
Your Future Matters
Don’t put the future of your business and your financial life off any longer! To get more information about what we can do for you and your business, please call (973) 533-1919, email me at firstname.lastname@example.org, or schedule your free business strategy phone call now!
Michael Rosenberg is managing director of Diversified Investment Strategies, LLC and has been serving the financial planning needs of Greater Northern New Jersey for over 30 years. As head of a boutique practice, Michael’s niche has been serving individuals at or approaching retirement, helping them invest their money through tailored strategies rather than general formulas. Michael has a bachelor’s degree in business from Rowan University in New Jersey and still serves as a member of the Rowan University Board of Directors. He holds the Registered Financial Consultant (RFC) designation, is a member of LPL Financial’s Freedom Club, and speaks at many industry conferences and events. Outside of work, you can find Michael serving his community through various endeavors, golfing, and spending time with his family. To learn more about Michael, connect with him on LinkedIn.
Securities and advisory services offered through LPL financial, a Registered Investment Advisor, Member FINRA/SIPC.