“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
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.
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.