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
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Rightsizing for Retirement
What does your home really cost?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!