Products & Services

At Diversified Planning Concepts, Inc, we provide assistance in the following areas:



Common Stock

Educational IRA

Brokerage Accounts

Traditional IRA

Roth 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


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