Diversified Capital Management, LLC (DCM)
Diversified Capital Management, LLC is an organization you can count on when you want your financial affairs in order. We will assist you in identifying your needs and objectives, then take a close look at all the details of your existing plan (if any). With input from your other trusted advisors, we will develop a detailed analysis of your current situation and give recommendations specific to your financial goals.
Diversified Capital Management, LLC, offers a variety of financial products and services, all from leading carriers who meet our strict criteria. We also provide a broad portfolio of load and no-load mutual funds, annuities and professional managed asset programs. You will learn about your current financial situation with the help of a flexible, focused, and long-term financial model. Without a model, you aren't planning, you are guessing. We work with highly sophisticated software that allows us to create an individualized financial condition model for you. This model will reveal the long-term adequacy of your current financial resource and plans. It will measure the impact of future changes in your personal or family situation, your asset values, your taxes and even inflation. We will also complete a comparative analysis of planning strategies you may be considering or already may have in place. No matter what the circumstances, no matter what the challenge, Diversified Capital Management, LLC, will do whatever it takes to help our clients put their personal and business affairs in the best possible order. Diversified Capital Management, LLC, will commit the time and resources necessary to put in place a prudent investment strategy.
Address: 1700 AXA Tower II, 120 Madison Street, Syracuse, NY 13202, USA
Phone: +1 315 472 6221
FAX:
