Our Approach

LEARN FIRST. The importance of having a good understanding of financial concepts, financial tools, taxation, and how to apply those concepts to accomplish your financial goals can make the difference between having peace of mind and constantly worrying about your financial decisions. At Dynamic Life Financial we've taken the “complex” out of complex financial concepts and broken them down into simplified blocks to ensure that our clients have a strong foundation of understanding about where they’re putting their hard-earned money. For your peace of mind, and ours! Whether in the workplace, or at home. Our “Learn First” process is designed to educate you about key financial concepts that may be new to you, and to reinforce what may already know, making it easier for you to make the important decision to act, because after all - time is of the essence.

HEAR RECOMMENDATIONS. Financial planning is so important. It can make the difference in the options that you can take advantage of throughout your lifetime, not just in your retirement. If you already know what you want to do with your money and why, then that’s great! However, if you want to learn more about smart taxation strategies and IRS protections, then we’ll recommend multiple strategies that are tailored to you and your goals.

THEN YOU CHOOSE. Our no-cost, no-obligation approach may seem too good to be true. But our Licensed Financial Professionals get paid commissions from financial institutions, not from you or your company. This is why it's so important for us to work with multiple financial institutions, and to provide you with multiple financial plans. Then you can really compare the strengths and weaknesses of each. If you decide that one of our recommendations meet your needs, and you choose to move forward then we'll know we've accomplished our goals, and we'll get paid accordingly from whichever financial institution that you decided had the best option for you. Don't settle for a financial advisor who charges you a fee to learn, or one who only recommends the financial products offered from just one company. Instead, let Dynamic Life Financial show you why working with multiple financial institutions is superior.

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 your life. Using multiple financial resources, we ensure accurate information and an effective approach to make 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 located around the country at our fingertips in addition to the resources available through the financial institutions we represent - and if we encounter a challenge, we don't hesitate to put their experience to the test.

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 and innovative experience between them. You may not have heard of some of them, but keeping marketing expenses to a minimum is just one of the ways that they can offer industry-leading products at prices so low that it may surprise you.