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ENGAGEMENT. TRUST. TRANSPARENCY. Financial planning to improve your lifestyle...
it's what we do!

Our mission is to help improve the lives of our clients and impact our community through engagement, trust, and transparency.

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The Financial Dynamics Advantage

You have a plan for your life that isn’t a “one size fits all” but is yours alone. You want a financial and lifestyle plan that is designed around your specific retirement goals and includes personalized strategies that can help you achieve them. From retirement and investments to taxes, insurance, and estate planning, you can depend on us to provide ongoing monitoring and support of your plan so that you can focus on what you value most. We partner with individuals and families who are retired or approaching retirement to create customized financial and lifestyle plans that help them feel confident about their future.

Who We Help

Pre-Retirees

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Retirees

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Work Optional

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financial-checklist

Financial Checklist

You know how important it is to get a checkup on your health, but what about your finances? Have you saved enough for retirement? Could increased taxes impact your lifestyle? If you're not sure of the answers, then now is a good time for a financial checkup! Get your checklist now!

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Download Your Financial Checklist Now!

You have worked hard to save and now comes the opportunity for the next chapter! One thing we can all agree on is that spending time together and creating experiences with those you love has taken on a whole new meaning. Make the most of your retirement by having a customized financial plan that is built around your specific lifestyle goals. Our team will help you make informed decisions in all areas of your financial life so that you can thrive in retirement.

Get Started in 4 Easy Steps

01. SCHEDULE

Simply reach out and schedule a time to discuss your situation. We want to learn about your financial goals and concerns. There is no homework prior to our conversation.

02. ENVISION

We’ll meet in-person to talk about your financial situation in detail. We'll explore how we can help you achieve your goals and the next steps for moving forward.

03. STRATEGY

We’ll collaboratively review your overall financial and lifestyle plan to help you streamline goals, cover areas for improvement, and simplify your finances.

04. IMPLEMENT

Working together, we will help implement your financial and lifestyle plan. We will create a customized contact schedule to make sure your plan and lifestyle stay on track.

What Our Clients Are Saying

“I have been with Financial Dynamics for 2 years and find them to be honest and savvy investment consultants. Always ready to lend assistance.”

Del K.

“What would I do without Ricky. Thank you for always being there for me and my many questions. You are the best.”

Karen L.

“Financial Dynamics & Associates, Inc. is GREAT.”

Jack G.

“The staff at Financial Dynamics are friendly, courteous, and hospitable. They are very easy to talk with and value your opinions and decisions. If you need assistance in other areas, they can point you in the right direction and offer very good contacts.”

Phil P.

"As always thank you so much for caring for our little nest egg, allowing us to retire early!!"

Christy F.

"Thank both you and Isaac. You have always been a wonderful source of information and help when we have needed it."

Tonya M.

"I have been part of the Financial Dynamics family for a number of years. It gives me quite a lot of comfort having you manage my account and to know that you have my best interest in mind. I appreciate the competence, honesty and professionalism that I have experienced throughout the years. Your services are a very valuable part of my life, otherwise I think I would be lost in the sea of finance and money management, especially since we must weather the current state of affairs in the world and our economy.
You have my utmost admiration in having the knowledge to manage a company such as yours and the friendliness that accompany it. A thousand thanks to all of Financial Dynamics and all of your hard work."

Joe A.

"My wife Ellen and I started with Financial Dynamics nearly 15 years ago when they were located in Chester, VA. We are still with the firm because of their dedicated devotion to providing the best possible service they can for your financial needs. They keep you up to date about your investments and give the best possible advice about better options or changes to your present investments that will give you a better return for your money. They have earned our Trust and Thanks over the years we have been dealing with their company, which is well deserved for the hard work that all of them have put into making our investments grow."

Thomas L.

"I love the detail and transparency that you and your team provide."

Jim B.

All of the endorsements and/or client testimonials posted on this website are unpaid and unsolicited. The experiences and views shared by the reviewers do not necessarily represent the perspectives of all clients. Any reviewer discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Ready to Take the Next Step?

Speak with one of our financial planners today to learn more about how our comprehensive financial planning and investment management services can help you achieve your retirement and lifestyle goals.

You Can Also Call Or Text Us 804.777.9999