History
We're Diversified Wealth Solutions Powered by LPL Financial and we've been a financial planning service here in Highland, IN, since 2014. Our mission is to get to know and understand your needs, wants, and long-term goals, desiring to help you develop, implement, and monitor a strategy that's designed to address your individual situation. We started this business by helping clients as a program within a bank and found a passion for helping families reach financial goals. We're looking forward to growing our business to continue to serve Highland and the surrounding communities. We'd like to personally invite you to contact us today for financial planning, wealth management, investment advice, and more.
Specialties
Nationwide Service Available. Services: Financial Planning, Financial Services, Life Insurance, Stock Broker, Stocks, Wealth Management, Investment Advice, Business Strategies, Retirement Planning