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Where will your
Major Life Decisions
​take you?

Some of Our More Popular Services

Life Insurance

Disability / Business Overhead Expense 

Navigating Health Insurance

Planning to Retire

Social Security Maximization 

Senior Healthcare Planning

Beth Has a
​Report Card Worth Bragging About

Bringing monetary security & predictable outcomes to  countless individuals and families over the years, Beth has  helped bring calm to the worst storms life can bring.
   She has a proven track record of assisting when no one else has the answers!
Even in crisis situations she can take you by the hand and guide you through best options.
​Beth can set you on course for a more peaceful
​and secure future.
YEARS IN BUSNESS

- What Client's Are Saying -

Jennifer M. , Raleigh NC

"I got to the point I was literally sinking...I already had a good support system around me, encouraging me to get help.
Now that I have, it doesn't mean that I am free of all responsibility, but it does mean I can lose the guilt and ask for
help when I need it, in order to be able to make the rest of my life work!"

Rosemary B. , Apex NC

"I've known Beth nearly my entire life.  A couple years ago, she helped me when my company laid off employees and I was forced to make crucial decisions about retirement, health insurance and Long-Term Care insurance in a short amount of time.  Beth walked me through every step of this stressful transition, with my best interest in mind!  
More recently, our family needed guidance due to my dad’s declining health.  Beth helped my family with reviewing Life insurance policies & long term care insurance policies, checking titles and beneficiaries on all insurance policies, bank accounts and annuities.  She even set up a lifetime income stream for my mom so that pot of money would never run dry! She has helped us tremendously with estate planning issues and referred us to a trusted attorney to place our family vacation home in a Irrevocable Trust to protect it from Medicaid Spend-down.  Beth did all this with our best interest in mind. She is very knowledgeable and trustworthy.  She's been in the industry for many years and has contacts and resources available that myself and my family would have never known about otherwise.  
​She's always available for any questions we may have.  She is the best!"

Michael C. , Angier NC

"Beth used her experience and professional network to quickly resource a supportive intervention that validated my rights and authority as Power of Attorney for my mother.  She took careful time to fully understand the adversarial dynamics I faced as my Mom's POA while advocating on her behalf in the labyrinth of geriatric care.  Beth's compassion, knowledge and immediate action resulted in a cost effective, client-centered solution that restored balance to decision making process in the health and welfare of an aging parent."
Patsy C. ,  High Point NC
“I believe there are people who are put in our lives for a reason, people who help us in big ways and in small ways. 
​You’ve been that person & I just wanted to let you know what a blessing you’ve been to me!”

Beth in the News.   Read more!

About Us

Diversified Planning offers clients and their families
​real-world advice on a holistic variety of topics related to
health, life and disability insurance; senior healthcare;
​ legacy planning & asset preservation.


4509 Creedmoor Rd , Suite 201   Raleigh, NC 27612    (919) 601-0501