Todd C. Terhorst, CFP^®

I am the president and managing partner of Diversified Wealth Management, LLC. The firm is designed as a completely independent financial planning and wealth management firm.  As an independent financial advisor, I can offer a comprehensive analysis of your financial situation and provide an effective and non-biased solution to your financial planning needs. In addition to the typical financial products (also listed on this web page), I also offer assistance with many other areas of your financial picture. I work very closely your other financial professionals (attorneys, accountants, mortgage brokers, bankers, property and casualty agents, etc.) to bring you a complete analysis of your finances. Financial planning is a life-long process that needs to be carefully constructed, reviewed and adjusted for changes in your lifestyle and goals. I have designed my practice to work with individuals and small businesses that want to develop a strong long-term relationship with an advisor that can assist them in all areas of their financial world.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Insurance, Real Estate, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Tangible Assets, Sudden Wealth