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We are a full-service Wealth Management Firm with over 30 years of combined experience in the areas of Financial Planning, Investment Management, Insurance, and Tax Accounting. This, in conjunction with our extensive professional network of highly experienced estate planners, employee benefit providers, and small business attorneys make us a full service firm for individual investors, small business owners, foundations, and trusts.

Our services include fee-based, full-service financial planning and investment management advice and implementation.

Financial Planning

• Retirement Planning and Cash Flow Analysis
• Education Savings Planning
• Spending and Budgeting
• Estate Planning - single and multi-generational planning

Investment Management

• Risk Tolerance Assessment
• Investment Selection and Asset Allocation
• Portfolio Design and Optimization
• Ongoing Investment Monitoring

Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member of FINRA (www.finra.org) & SIPC (www.sipc.org). Dynamic Wealth Strategies, LLC and Independent Financial Group, LLC are not affiliated.
Office of supervisory jurisdiction: 1541 The Alameda, San Jose, CA 95126. We are licensed in the following states: CA, OR, and NV.

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