Make better financial choices that may help prepare you for tomorrow's challenges.

Since 1986, Diversified Planning Strategies has been working with individuals and families throughout New Jersey and surrounding states to help them work towards their financial goals through the use of insurance and investment products.

Learn how we can help you

Can your portfolio handle the stress of retirement? - Your Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.

We’re proud to have been featured in these major media outlets:

John Papa

President

A Word From Our President

“With Diversified Planning Strategies, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.”

- John Papa, President

learn more about John

Helping you meet your financial needs is our FIRST priority

Whether you are getting ready to retire, or already enjoying retirement, our team of professionals at Diversified Planning Strategies can help you identify a strategy appropriate for your financial situation and that keeps you on the path to your financial goals.

View Our Services

Learn More

Attend A Dinner seminar

Learn More

Request a Consultation

Learn More

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Diversified Planning Strategies, LLC are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Diversified Planning Strategies, LLC is not endorsed by nor affiliated with these media outlets. AW04160017

Privacy Policy | Terms of Use