Team McCarty at Diversified Investment Services, Inc.

Team McCarty at Diversified Investment Services, Inc. Wealth management, retirement and tax planning Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

The financial professionals of Diversified Investment Services are Registered Representatives and Investment Advisor Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Diversified Investment Services, Inc. 180 North Riverview Drive,Suite 220 Anaheim Hills, CA 92808 714-974-4500. The

Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html

What would happen to your loved ones if you were gone? Make financial preparations today.
06/19/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Happy Juneteenth!
06/19/2026

Happy Juneteenth!

When it comes to investing, you may be your own worst enemy.
06/17/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
06/15/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

How literate are you when it comes to your finances? Brush up with these five basics.
06/14/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
06/12/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
06/10/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
06/08/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

It’s possible to avoid these classic retirement traps, with a little preparation.
06/07/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

Address

180 N Riverview Drive, Suite 220
Anaheim, CA
92808

Opening Hours

Monday 8:15am - 4:45pm
Tuesday 8:15am - 4:45pm
Wednesday 8:15am - 4:45pm
Thursday 8:15am - 4:45pm
Friday 8:15am - 4:45pm

Website

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