Our Approach

LEARN FIRST. There are a lot of investment instruments out there. And we believe that you should have a diversified portfolio. But to make the best decisions for your situation, you need to know what's out there and how it works. That's why education is such a priority at Dynamic Life Financial, LLC. And we'll help make it easier to understand and compare investment products and strategies so that you're not caught by surprise when you need your money the most.

HEAR RECOMMENDATIONS. Perhaps the greatest advantage that Dynamic Life Financial, LLC can offer is financial products from multiple financial institutions. That's why we offer at least two recommendations from at least two different financial institutions for each of your financial goals. We don't believe you should settle for the financial products from just one institution... and that's why we offer them from five!

THEN YOU CHOOSE. Having a choice is so important, but that choice becomes less meaningful if it's simply a "yes" or "no". So with Dynamic Life Financial, LLC you'll be given choices to compare. Through that comparison you'll see that one option may offer strengths in one area, while another option may offer strengths in another area. Once you learn what those strengths are, then it'll be your choice to pick the best options for your life and for your goals... even if the choice is not to move forward at all. In the end, it's all about what you want to do with your money!

As a part of Five Rings Financial™ and subsequently of Alliance Group™ we have literally thousands 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-shaping, 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.