Understanding Today’s Financial Environment...
Welcome to my website! I’m Michael A. Pote, a Cambridge Investment Research financial advisor at Diversified Capital Management in Grand Junction, Colorado. I fully understand the complexities of choices individuals face as they try to make investment-related decisions in today's rapidly changing world. With considerable experience working with financial market-based instruments; I can help take much of the "guess-work" out of those complex decisions when preparing for tomorrow's life goals. Whether you are investing for your retirement, college savings or estate planning; my personal, one-on-one service focuses on each of my client's unique needs, desires, financial goals and objectives.
At Diversified Capital Management, I am a professional who takes a very detailed and analytical approach - with 30 years of experience in the investment and financial services. So no matter where you live, I can help you address your concerns of today - and for many years to come. Feel free to contact me to find out why many families have trusted me with their financial and investment decisions for the past 3 decades. I look forward to hearing from you to discuss your interests and concerns - and possibly partner with you as your personal financial advisor... I can be reached at (970) 245-9180 or (800) 454-5062.
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The true cost of raising a child may be far more than you expect.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are things about Social Security that might surprise you.
Here are six flags that may make your tax return prime for an IRS audit.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a quick guide to checking to see if you have unclaimed money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.