Investment Resources

Shirley Evans with Diversified Wealth Management, LLC

Diversified Wealth Management is a local, independent firm dedicated to assisting clients in pursuing 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.

RBCU 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 77th Street Branch.

RBCU members might find her services beneficial and are encouraged to contact her for more information.

Working with individuals and business owners in providing financial planning strategies 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

 

One of our ongoing goals is to help people with the important financial decisions of life, and that’s why Diversified Wealth Management sponsors educational seminars on a wide range of financial topics for our clients and in the community.

Shirley Evans is a chartered speaker with the American Financial Education

Shirley A. Evans CLU, ChFC, CFEd

Alliance (AFEA), a non-profit educational
speaker’s bureau dedicated to improving financial literacy. These educational seminars are provided to organizations at no cost. These seminars are
not sales events and no company or product will
be endorsed.

Call Shirley or Andie at 612.798.7144 for a schedule of upcoming seminars, including the following topics:

• Investing Concerns in a “Fragile” Market
• Investment Basics for Women
• Social Security Basics

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Securities offered through Securities America, Inc. Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Shirley A. Evans, Representative. Diversified Wealth Management, American Financial Education Alliance, RBCU, and Securities America are not affiliated.

No bank or credit union guarantees. Not FDIC or credit union insured. May lose value.