Broker Check

Financial Services MENU

In addition to developing a customized financial program especially for you here at Dynamic Financial Services, Ltd., we walk you through a step-by- step process that will provide you with a wealth of information and help ensure that you are confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  1. Retirement Savings Accounts (IRA, ROTH, Annuities)
  2. Retirement Plans (401k, Profit Sharing, Defined Benefit Plans, etc.)
  3. Wealth Management (Advisory or Brokerage Accounts)
  4. Real Estate 1031 Solutions (DST1031)
  5. Qualified Opportunity Zone Funds
  6. Alternative Investments (REIT’s, Private Placements, Interval funds) 
  7. Annuities (Fixed, Variable and Indexed)
  8. Business Overhead-Expense Insurance
  9. Group Benefits for Businesses
    • Life Insurance
    • Disability Insurance
  10. Individual InsuranceClick Here For Your Free Insurance Evaluation
    • Life Insurance
    • Disability Insurance
    • Long Term Care Insurance
    • Health Insurance

    All information is sent securely via JotForm

  11. Key Person Indemnification
  12. College Education Funding (529 Plans)
  13. Deferred Compensation Plans
  14. Estate Planning
  15. Mortgage Insurance

Most people don't truly understand all the advantages of Life Insurance.  They think that it only benefits the beneficiaries and has no value for the insured.  This can't be any further from the truth.

Yes, insurance transfers the risks of life's events to an insurance company.  A sound insurance strategy can help protect your family from the financial consequences of those events.  A strategy can include personal insurance, liability insurance, and life insurance.

Benefits of permanent cash value life insurance you might not be aware of:
 - makes the spending down of your retirement assets more effective
 - allows you to spend more of your retirement assets during your lifetime
 - allows you to stop or delay withdrawing assets during a market downturn
 - can be used as collateral for a loan
 - enables you to transfer an asset with preferred tax treatment
 - permanent life insurance will be there when your family needs it

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (516) 822-7526