Bridging the gap between...
                         employment and retirement.

A Unique Client Experience

Financial Dynamics is an independent firm offering access to financial planning services and investment management. We are committed to being independent in our thinking and completely objective in our advice. Unencumbered by the conflicting interests of traditional Wall Street firms, Financial Dynamics is dedicated to delivering a unique client experience that focuses on you.

What is your story?

  • Your experiences
  • Your values
  • Your concerns
  • Your dreams

How do you get there?

  • Potential obstacles
  • Identifying opportunities

Where do you want to go?

  • Your personal vision
  • Your family's vision
  • Your desired legacy

Are you on course?

  • Evaluating progress
  • Making adjustments

 
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Our financial advisors offer you a personal approach to investing, wealth management, college savings and retirement planning.  Our goal is to make you the CEO of your life!

 
MOST RECENT ARTICLE

Seneca Journal's "Your Financial Health Matters" article written by Alex Vassey, CFP®, CRPS®

View the Featured Article:

GENERATIONS

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Last Updated: 4/14/2014





Chartered Retirement Plans Specialist