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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Estimate the total cost in today's dollars of various mortgage alternatives.
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How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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Principles that can help create a portfolio designed to pursue investment goals.
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Make your retirement as exciting as your next vacation.
Here’s a quick guide to checking to see if you have unclaimed money.