Investment Resources

Shirley Evans with Diversified Wealth Management, LLC
Diversified Wealth Management is a local, independent firm dedicated to assisting clients in achieving their financial goals. Shirley Evans is the vice-president and partner of Diversified Wealth Management, and has been serving the Richfield and Bloomington communities for more than 20 years.

Richfield Bloomington Credit Union has asked Shirley to assist our members with their financial needs. For the convenience of our members, Shirley works out of an office in the lower level of the Richfield office of the Richfield Bloomington Credit Union. RBCU members might find her services beneficial and are encouraged to contact her for more information.

Visit Us Online
Visit the website below to learn more:

Diversified Wealth Management, LLC

Call Us:

(612) 798-7144

Working with individuals and business owners in providing financial planning solutions for:

Retirement

• IRAs (rollovers and traditional)
• Roth IRAs
• 403(b)s, TSAs, and Annuities
  

Investment Analysis & Asset Allocation

• Brokerage Services
• Mutual Funds, Unit Investment Trusts & REITS
• Stocks, Bonds, Options
• Fixed and Variable Annuities
  

Insurance and Risk Management

• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Health and Dental Insurance
  

Education Planning

• 529 Plans
• UTMA/UGMA Accounts
• Education IRAs
  

Comprehensive Financial Planning

• Fee-Based or Non-Fee-Based Planning
• Estate Planning Assistance
• Cash Management
• Credit and Debt Management
  

Small-Business Owners

• Group Insurance Benefits (Health, Life, Disability, etc.)
• Retirement Plans (401k, Pensions, SEPs, Simple IRAs, etc.)
• Executive Benefits & Key-Person Planning
• Business Continuation Planning
• Business and Personal Planning Coordination

Securities offered through Securities America, Inc. Member NASD/SIPC and advisory services offered through Securities America Advisors, Inc., Shirley A. Evans, Representative. Diversified Wealth Management and Securities America are independent companies, neither of which is affiliated with any credit union. No bank or credit union guarantees. Not FDIC or credit union insured. May lose value. 11/05