Professional
Financial Services
TAILORED RECOMMENDATIONS AND "SAFE MONEY" STRATEGIES -- IN THE WORKPLACE AND AT HOME.
Our Approach
Experience Matters. Products Matter. Professionalism Matters.
- LEARN FROM OUR EXPERIENCE. We put in a lot of work to make sure we are offering great recommendations, but we know that all of that means nothing if our clients don't understand how their financial products work! So part of our consultation process is to take the time to explain the features and benefits of each financial product and how they affect the lives of our clients. Using our available resources to ensure the most-accurate information and the best approach is paramount to making certain that our clients are knowledgeable and confident in their decisions. As a part of Five Rings Financial™ and subsequently of Alliance Group™ we have hundreds of financial professionals with decades of experience at our fingertips in addition to the resources available through the financial institutions we represent - and we don't hesitate to put their experience to the test.
- INDUSTRY-LEADING PRODUCTS. They say that variety is the spice of life and we couldn't agree more! And to support that notion we are appointed to several financial institutions. Our goal is to provide our clients with choices from the "best of the best" financial products available to them. That means we seek out appointments with financial institutions that offer high performing, flexible, and comprehensive features all while still being the most cost-effective on the market. For example, many of our financial products come from companies that are managed by policy-owners and members - they're not stock corporations. They create their products with features designed for people, not just for profits. As a result, our five carriers (National Life Group, Ameritas Life, Foresters Financial, SILAC, and F&G Annuities and Life) have almost 600 years of industry-leading experience between them. You may not have heard of some of them, but keeping marketing expenses to a minimum is just one way they can offer industry-leading products at prices that may surprise you.
- CONVENIENT ACCESS IS A MUST. In a world filled with email marketing, social media influencers, and online platforms it can be difficult to decide to meet with an in-person Financial Professional when so much can be done over your computer or smartphone. But we know that many of us feel that our finances require a little more attention than just a simple 'point-and-click'. And for some, only a face-to-face interaction will build the trust required for effective communication about one's personal finances. So, in addition to the ease of virtual meetings that can be scheduled for almost any time of day, our licensed Financial Professionals can also be scheduled to meet in-person seven days a week. Click Here to schedule a free, no-obligation consultation today and see how we can begin to help you.
- A BUSINESS PRIORITY. We enjoy helping anybody who wants it. But in today's challenging economic environment we place special attention to providing businesses a competitive advantage by offering our services to their employees - from the workplace. Our Employee Benefits- Enhancement Program not only provides financial services that differentiate companies who offer them from those who don't (which assists with attracting/retaining top talent), but perhaps most-importantly the companies offering our services to their employees are making an important statement by showing that they care about their employees' personal lives just as much as their professional lives. Not to mention we fill the growing trend in employees now expecting to have personalized financial wellness tools and services provided to them by their employers. This may be a complimentary service from Dynamic Life Financial, but we ask: how valuable is this service to YOUR company?
- THE SUPPORT GIVEN TO AGENTS. We take the time to ensure that our agents have accurate information and a thorough understanding that is beyond the industry standard. We not only set up our clients for success, we also set our associates up for success in all areas and provide them feedback from clients to help guide our agents towards their best service and client support. We're pretty certain that you'll notice the difference. If you're interested in joining our team, then Click Here to learn more.
Perspective & Experience
You may already know what you want to do and we'd love to help! If we can enhance your current strategy, then we'll show you how. If you're just starting out, you'll get all of the advantages that decades of experience from a Financial Professional can equal.
- In general, the earlier in life that a person starts towards their financial goals, the better the results will be. We'll help you take a disciplined, realistic approach to leverage every dollar so that you get the most out of the time put in - no matter how long your time horizon is.
- "Bonuses", "No Fees", "Protected", "Tax-Free", "Tax-Advantaged", and "Multipliers" are just some of the words we've learned to live by. Learn why you should too!
- Risk is something we all take, but how much risk should we take? And should we take it with all of our money, or just some? There are no "right" or "wrong" answers. These are just a couple of the important questions that we help you to answer when designing your financial strategy.
- Diversification is important and we want you to take advantage of the options available to you. You don't have to lump everything into only a few buckets. With five carriers at our disposal we'll give you even more options!
- We'll help you understand how flexible investments can protect you AND your family members, because after all - things can change and you should be as prepared as you can be.
A Professional Approach
We know that your finances are one of the most important parts of your life. Therefore, we take our fiduciary responsibility to you very seriously and pride ourselves in earning your trust.
In addition to fulfilling the rigorous requirements to become appointed to and maintain our appointments with several financial institutions, we also provide our team with the most-recent information that directly impacts your finances, from government policy changes (such as the recent impact of the SECURE Act and the BUILD BACK BETTER Act) to new-innovations (such as a no management-fee annuity that is managed by Artificial Intelligence). We also provide our clients with the ability to give feedback anytime regarding our team members. We then take that feedback and use it to improve, even if it's just to reinforce what we're already doing.
We recommend sound options, but ultimately the choice is yours. We explain our recommendations, but we do not pressure our clients one way or another. Our goal is to provide financial education and financial products that help our clients reach their financial goals - in a way they feel comfortable with and when they're ready.
Ensuring that our clients have a comprehensive understanding of their financial products is one of our main priorities. If you ask a question that we don't yet have an answer to, then we'll find it out - from the source - and get back to you. In the end your choices influence your life, and at Dynamic Life Financial, LLC, you being able to lead your most dynamic life is what we're all about!
Appointments and partnerships
