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.
Learn More
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.
Learn More
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
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
View all articles 
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
View all calculators
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.