Diversified Financial Consultants, LLC

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14 Years

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(862) 579-3500Call Visit WebsiteVisit Website Map & DirectionsDirections110 S Jefferson Rd Ste 301Whippany, NJ 07981 Write a ReviewWrite Review

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Email: Contact Us!
Extra Phones: Fax: (862) 579-3111
Payment method: cash
Accreditation: LPL Financial
Other Link: Website Under Construction
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Retirement Planning Services

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Phone: (862) 579-3500

Address: 110 S Jefferson Rd Ste 301, Whippany, NJ 07981

Website: Website Under Construction

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Diversified Financial Consultants, LLC

Tax Planning
Estate Taxes
Roth IRA
Put important tax dates on the calendar. April 15 is emblazoned in our minds like our mother’s birthday or our anniversary, but there are other dates during tax season to remember. For example, any 1098, 1099, or W-2s are supposed to be mailed by January 31. (Also, it doesn’t hurt to check what day of the week April 15 falls on. If it falls on a weekend or holiday Tax Day will be the following business day.) When marking your calendar check the dates for the upcoming tax season of the last days to fully fund your retirement accounts (traditional and Roth IRAs). Other accounts, like a Keogh or SEP, have a separate filing extension date, so check that date too. (A simple Google search should suffice.) If you did apply for and receive a tax filing extension be certain to set an alarm at least a month out from the October date.

Investment Management
Both commission-based advisors and fee-only advisors work with their clients through some sort of investment planning. Investors should never consider a recommendation unless their advisor has worked through the process of thoroughly understanding their financial situation, specific objectives, and conducting a thorough risk assessment. Investors need to be able to discern whether the analysis performed by their advisor is truly a financial map for pursuing their objectives or simply a justification for a product recommendation. One key test would be to ask your advisor after a product has been recommended whether there is an equivalent investment product available that has fewer expenses or smaller fees. If they say no or hesitate, you may be in front of a product salesperson.
Mutual Funds
We want to thank Chris Alexander, from Thrivent Mutual Funds, for joining us for lunch and sharing ideas on behalf of our clients.
Bonds
Wealth Management
Baba Jide Oluyemi, LPL Investment Advisor Representative, offers a broad range of financial services to clients through Diversified Financial Consultants, LLC. Diversified is a dba under LPL Financial, one of the largest independently managed broker/dealer firms in the country, as reported by Financial Planning magazine, June 1996-2020, based on total revenue.. LPL Financial is a member of FINRA and SIPC. Financial services include complete and comprehensive private wealth management.

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Annuities
We want to thank Andrew Koltunowicz, from Delaware Funds by Macquarie, exclusive to the distribution of, Reliance Slandered Annuities’ for joining us for Lunch and sharing ideas on behalf of our clients.
Long Term Care
Robert holds Financial Industry Regulatory Authority (FINRA) Registrations Series 7, 24, 63, 66 with LPL Financial and is also an Investment Advisor Representative with LPL Financial. Robert is a licensed Life, Health, Long Term Care, Disability and Property & Casualty Producer in the State of New Jersey.
Asset Management
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2014-2015 Advisor Websites.

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