Products & Services
At Diversified Planning Concepts, Inc, we provide assistance in the following areas:
Investments
Bonds
Common Stock
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
*All investments managed exclusively by Fidelity Institutional Wealth Services
Financial Planning
Retirement Plans
Tax Plans
401 (k) Planning
403 (b) Planning
College Planning
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Disability Income Insurance
Life Insurance
Long Term Care Insurance
Tax Planning
Relocation Tax Issues
State Tax Return Preparation
Representation Before the IRS
Tax Return Preparation
Individual Tax Preparation and Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
IRS and State Tax Audits
Income, Gift and Estate Tax Returns