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Proactive Financial Wealth Management

Minimize Taxes | Manage Investments | Coordinate Your Estate


 

 

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Work With A Fee-Only Fiduciary To Coordinate And Manage Your Wealth

We work with families and individuals throughout Northern Michigan coordinating every aspect of your financial life. From tax planning and estate planning to retirement planning, we consider more than just your investments so that your entire financial picture is in alignment.  


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Discover

Discover what you need to do to live and retire well. No matter where you are in your financial journey, we're here to guide you through the next steps.

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Plan

From estate and tax planning to investment management and overall consulting, we devise a plan that considers every aspect of your financial picture.

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Protect

A huge part of making the right financial decisions is closing up the gaps that leave you vulnerable to financial harm.

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Live

You’ve planned and prepared for financial independence. Live freely knowing you have an advisor who ensures you’re making all the right moves.


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We Do More So You Can Worry Less

Work with a fiduciary financial advisor committed to financial well-being. We understand the concerns that come from complex financial situations like owning or selling a business and coordinating social security, retirement benefits, and tax planning. We recognize that your time is valuable, and decisions can become complex. That's why clients hire us. We do more so you can worry less, like coordinating your financial life with CPAs, attorneys, and insurance agents all while managing your investments.

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Financial Strategy

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Retirement Planning

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Estate Planning & Trust Services

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Tax Planning

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Insurance Review

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Investment Management


Get Started

Hiring us frees up your time to spend how you choose, whether that is with family and friends, traveling, or enjoying whatever passion you want to pursue.

 

START BY SCHEDULING A 15-MINUTE CALL


Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure 
For additional information click here