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At Dynamic Financial Services Ltd., our team is committed to delivering practical, client-focused financial solutions. Our value lies in a collaborative approach that helps clients identify strategies aligned with their unique financial needs and goals.

We take the time to thoroughly understand each client’s situation by gathering and reviewing relevant information, allowing us to assess their current position with precision. Our objective is to evaluate existing strategies to ensure they remain aligned with the client’s evolving needs, goals, and objectives. In many cases, we identify inefficiencies or gaps within the plan that can be improved or addressed, prompting us to recommend appropriate action.

We believe in presenting a range of options designed to meet both short-term and long-term objectives. The alternative strategies we propose focus on improving efficiency, enhancing outcomes, or addressing missing components within the plan. All recommendations are made with careful consideration of liquidity requirements, risk tolerance, market conditions, tax efficiency, and the client’s overall goals.

Menu of Services Provided:

• 1031 Exchange Solutions utilizing DST1031
• Retirement Savings Accounts (IRA, ROTH, Annuities)
• Retirement Plans (401k, Profit Sharing, Defined Benefit Plans, plus more)
• Wealth Management (Advisory and Brokerage Accounts)
• Qualified Opportunity Zone Funds
• Alternative Investments (REIT’s, Private Placements, Interval funds)
• Annuities (Fixed, Variable, and Indexed)
• Business Overhead-Expense Insurance
• Group Benefits for Businesses
  • Health Insurance
  • Life Insurance
  • Disability Insurance
• Individual Insurance
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
• Funding for Shareholder Agreement (aka Buy/Sell)
• Key Person Indemnification
• College Education Funding (529 Plan)
• Deferred Compensation Plans
• Estate Planning Funding
• Mortgage Insurance