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 the website below to learn more:
 Diversified
Wealth Management, LLC
(612) 798-7144
Working with individuals and business owners in providing financial planning solutions for:
- IRAs (rollovers and traditional)
- Roth IRAs
- 403(b)s, TSAs, and Annuities
- Brokerage Services
- Mutual Funds, Unit Investment Trusts & REITS
- Stocks, Bonds, Options
- Fixed and Variable Annuities
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Health and Dental Insurance
- 529 Plans
- UTMA/UGMA Accounts
- Education IRAs
- Fee-Based or Non-Fee-Based Planning
- Estate Planning Assistance
- Cash Management
- Credit and Debt Management
- 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
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Shirley Evans with Diversified Wealth
Management, LLC
