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
For additional information click here.
Helpful Content
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Saving for College 101
Here's a crash course on saving for college.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.