What financial challenges do you face right now? Maybe it’s balancing saving for the future and paying off debt. Or possibly growing a business while also providing for your family. Or maybe you know you need to prepare for retirement, but you just don’t know where to start. We get it. After more than 30 years in this industry, we’ve seen the full gamut of fears, concerns, and questions people have about their financial future.
That’s why our goal is to help you take the mystery out of preparing for today and tomorrow. Whatever unique challenges you face, we can help you address the needs you have right now while also looking ahead to your dreams of the future.
What We Are & What We Do
We are a team of experienced financial professionals dedicated to helping our clients work toward financial independence through comprehensive planning. Financial planning is about more than just investing and saving; it is about understanding people, setting goals, and staying on course toward those goals with the support of a financial planner who has a thorough understanding of your unique situation.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. And as we formulate your plan and make sure all the pieces work together, we coordinate the services of other professionals, such as CPAs, attorneys, insurance professionals, and more, all so that you can rest easy, knowing that every piece of your financial life is taken care of.
How We Can Help
We can’t create personalized plans without getting personal. That’s why we spend time with our clients to learn about their life, see what makes them tick, and understand their dreams and fears. Through our holistic process, we strive to build long-term relationships built on trust and integrity.
With a foundation of open and ongoing dialogue, we help you identify your goals, pinpoint your risk tolerance, and map out your time horizon, all so you can make the best decisions for your future. From there, we create customized strategies and make recommendations we believe align with your life and your goals. We put this plan into action only when you are comfortable with the details and believe in it as much as we do. We don’t stop there, either. We know that life is full of milestones and transitions, so we take a proactive approach to anticipate and address those situations as they occur so you can stay on track toward a meaningful and purpose-driven financial future.
Who We Serve
While we serve a variety of clients, the majority are business owners and people at or approaching retirement. Despite the differences in age or profession, they all share one thing in common: they care about the future well-being of their families and want to get their finances in order to take care of those they love.
We also offer something unique to business owners and high-net-worth families. We aim to provide them with best-in-class strategies designed to help reduce taxes, control expenses, and reduce risk, all through a team-based model. We handle all facets of your financial needs, working alongside the best minds in tax, law, and cost procurement to lead and coordinate a process designed to help you solve some of the biggest issues you face, whether that’s implementing an exit strategy for your business or examining estate equalization issues among heirs.
Why Clients Choose Us
We’re proud to work so closely with our clients and build lifelong relationships. We believe there are a number of reasons why our clients choose to work for us. For one, they trust us. We treat our clients like our family members, listening to their stories and getting to know them. They know that we will always act in their best interest and this relieves some of their financial burden. Secondly, our creative, individualized solutions often reveal important issues that they didn’t realize they needed to address. We believe this gives our clients confidence you can’t put a price on. Finally, our clients know they can rely on us to consistently provide objective service. We know our clients deserve the best, and Diversified Investment Strategies is committed to providing the best possible service to meet their needs.
We Are Here For You
Our services, process, and personalized touch all come back to one goal: to help you experience the freedom that comes from financial security. If you’re ready for a tailored approach to financial management and a team that supports you at every turn, we’d love to meet with you. Please call (973) 533-1919 or email me at email@example.com schedule a consultation.
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.