College Planning
We help our clients get the most free money to send their children to college by lowering their Expected Family Contribution (EFC). We will also help you qualify for increased grants, scholarships, and financial aid.
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Investment Planning
When it comes to investment management, chances are you have questions. Financial planning involves more than simply managing investments. We work with you to develop a strategy that works for you, and a plan that you can understand, so you can confidently move toward your financial goals.
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Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure
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Helpful Content
Fixed or Variable Mortgage, Which Should You Pick?
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Directors and Officers Liability Insurance
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Life and Death of a Twenty Dollar Bill
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Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
How Income Taxes Work
A quick look at how federal income taxes work.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?