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Personal Financial Planning and Portfolio Management

Working together with you to address and navigate the various choices affecting your financial success and achieve it your way!

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Comprehensive, Collaborative, Customized Advising

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Deep, Specific Analysis of Current Position
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Individualized Solutions and Investment Strategy
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Personalized Financial Education Curriculum
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Independent Consulting with No 3rd Party Ties

No Obligation Consultation

Make Your Appointment Today

Isn’t it time someone gave you the FULL PICTURE on your:

Personal Financial Plan

Actively Managed Portfolio

Financial Education

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A Client-Centric Approach

Rooted in Education to Answer All Questions

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An Informed Perspective

  • Am I on the right financial track?
  • How do I monitor progress and adjust goals on my own?
  • Can my retirement be more robust?
  • What is an appropriate asset mix in today’s market?
  • How does my progress compare to others?
  • How do I protect myself against excessive losses?
  • What hedges are appropriate for my portfolio?
  • Am I taking a tax-sensitive approach in my portfolio?
  • How much and who am I paying?
  • With which portion should I take more risk to seek potential gain?

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

Ready To Improve Your Financial Standing?

Make your appointment today.

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602.931.7677

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