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
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Simple 401k
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Watch this fun video for tips on how to search for missing money.
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A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.