The Financial Dynamics Advantage
We care about our clients and work towards helping them achieve retirement success, sharing ideas along the way as we continue to grow together. This philosophy permeates everything we do. We count your achievements as our successes, and always put your interests first. We want you to feel confident that you are on the right track and that your decisions will have a positive impact both now and in the long-term. That’s the Financial Dynamics advantage!
A Team Approach
When you work with us, you will have an entire team working on your behalf. Our financial advisors and customer service support specialists have the experience needed to help you achieve your lifestyle goals. Because we take a comprehensive approach to your needs, our advisors have attained a range of certifications, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®) designations. This enables us to provide our knowledge and experience to the entirety of your financial life.
Education to Help You Achieve More
We want you to feel confident about your future. One of the ways we can help build that confidence is through education. We don't just provide the "what" in a financial plan, we also provide the "why" so that you can make informed decisions about your money. We offer ongoing educational workshops that cover a wealth of topics to move you closer to achieving your financial and lifestyle goals.
Our Investment Philosophy
As your financial partner, we will work together to build your investment portfolio to help you obtain financial independence and acheive your desired lifestyle. Your tolerance for risk is also important to us, and we will work with you to select investments that align with your goals for preservation or growth.
You can count on us to monitor your investment plan and make adjustments when necessary. We will establish a proactive agenda to make sure both your financial plan and investment portfolio are on track, adapting both as your life changes.
A Transparent Fee Structure
We strive for transparency in everything we do, inculding our fee structure. As a fee-based firm, we make sure you will always know what you are paying for. We believe in adding value each step of the way. During our first meeting together, we can start the process to determine the costs or savings to partner with you for an ongoing financial planning relationship.
INSTANT DOWNLOAD The Financial Dynamics Advantage
You need to know that you are saving enough to achieve your retirement goals and enjoy your desired lifestyle. We will help you prepare for retirement or other savings goals by creating a customized financial plan that includes cash flow needs, investment monitoring, estate planning, and overall lifestyle management. By creating a detailed picture of your finances today, we will help you feel confident in meeting your goals of tomorrow!