HOME
CLIENT ACCESS
CONTACT US
  WHO WE ARE     WHAT WE DO     WHO WE WORK FOR   divider   WHAT WE THINK  
 

 




What We Think


RESOURCES:
EVENTS AND COMMENTARY:

  • Congratulations Chris on completing your CASL® designation! The CASL® (Chartered Advisor for Senior Living) is “recognized as the top designation in the industry and the most comprehensive education curriculum of its kind, the CASL® credential meets all regulatory standards in all 50 states”.- The American College website. Read More.
  • Congratulations Adam on completing your Retirement Income Certified Professional®. The RICP® educational curricula is a complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three course credential helps advisors master retirement income planning, a key focus area. From retirement portfoio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.
  • Prestigious Award: 2018 FIVE STAR Wealth Manager title awarded to Chris for the 7th consecutive year and Adam for the 5th consecutive year*. Read More >
  • Digital Estate: Your on-line footprint represents an asset – a digital asset. How do you preserve it as part of your legacy? Read More >
  • Password Management: Think about computer passwords as you do keys on your key ring. Do you use the same key for your residence, your automobiles, your locker at the club and the safety deposit box at your bank? Read More >
  • Education Funding:UTMA + 529 = Custodial 529 Account” is a powerful formula to boost cash at the right time. Over the years, you funded a Uniform Trust for your child to gain a tax benefit while maintaining flexibility. Your state of residence offers an additional tax benefit for funding a 529 College Savings Account. Can you combine the two? Read More >
  • Documents to Prepare for the College Bound: Read More >

FAVORITE LINKS:


QUOTE TO LIVE BY:

"Success is not the key to happiness. Happiness is the key to success."
- Albert Schweitzer



*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2012 through 2016 Five Star Wealth Managers.








What We Think
blank


 
blank HOMEblank WHO WE ARE
TEAM BIOS
blank WHAT WE DO
OUR PROCESS
RISK MANAGEMENT
WEALTH ACCUMULATION
BUSINESS PLANNING
INCOME SECURITY
LEGACY PLANNING
blank WHO WE WORK FORblank WHAT WE THINKblank CLIENT ACCESSblank CONTACT US
LOCATION
FEEDBACK
blank 
 
© 2012-2017 Financial Dynamics. All rights reserved worldwide.

 
Securities and 'Investment Advisory Services' offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this listing may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, HI, IL, IN, MA, NJ, NM, NY, OH, SC, TX, WY. Other states can be added upon request.

contact us