Dynamic Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Dynamic Wealth Strategies, LLC and its advisors are licensed or exempt from licensure. Registration does not imply any level of investment skill or training. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Dynamic Wealth Strategies, LLC unless a client service agreement is in place.  All logos, images and trademarks are property of their respective companies.  Hyperlinks to 3rd-party websites are provided as a courtesy.  When you link to any of these sites you are leaving our website and assume total responsibility for your use at these sites.  Copyright © 2018 Dynamic Wealth Strategies, LLC - All Rights Reserved.  View our registration at https://adviserinfo.sec.gov.  CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Can a Relocation Really Power an Early and
Better Retirement?

 

Would you like to know what the math says about relocating for
retirement?

Let us help you take the guesswork out of a relocation decision.

We will discuss how to:

 

  • Compare potential retirement outcomes with and without executing a relocation.

  • Take advantage of the red hot real estate market in Silicon Valley.

  • Understand economic indicators that may affect local real estate prices.

  • Calculate the true (after‐tax) value of your current home equity.

  • Transfer your property tax basis to a new location.

  • Integrate techniques for Social Security and Medicare filing to further enhance a relocation retirement plan.

  • Successfully navigate the “Sell‐a‐home / Buy‐a‐home” process seamlessly.

  • Discover new areas in California and beyond as alternatives to Bay Area traffic, population, congestion, and rising crime rates.

No cost or obligation – this is not an annuity seminar or investment presentation.