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Phone » 561.750.7525

Fax » 561.750.3990

Team

At Diversified Financial Solutions Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Elyse is President and Owner of Diversified Financial Solutions, Inc. She is responsible for all aspects of the business, however, her main focus is to personally assist individuals and business owners achieve their financial goals....

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Susan R. Koegel

Registered Administrative Assistant

561-750-7525

561-750-3990

Susan has been serving clients at Diversified Financial Solutions since 1995. She is an invaluable member of the team. As a licensed sales assistant, Susan brings her years of experience, high level of integrity, and exceptional client...

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