Investment Analysis and Management

We help you develop a plan for your investments that try to maximize return while not taking on extra risk.

  • Review your current investments to see if they are still a great fit

  • Present our model portfolios based on your financial plan, risk, age and life style
  • Make sure your investments are diversified across asset classes and geographically
  • Reviews fee you are paying in investments because costs do matter to returns

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Business Retirement Plans

We help businesses save and invest their hard earned money in a retirement plan.

  • Help you decide what plan is right for you and your employees

  • Retain great employees by offering a retirement plan we set up and manage for you.

  • Large purchase advice; we’re a sounding board for you.

  • Opening Individual 401K plans, SIMPLE IRA and SEP IRA

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Retirement Planning

No two situations are ever the same. We want to help make your money last throughout your retirement.

  • Explore retirement goals and what you would like to do during this stage of life

  • Estimating expenses for after you stop working

  • Determining time horizons for your investments

  • Assessing risk tolerance

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College
Education
Planning

We work with parents to ensure that investments made for your children grow with them to pay for a college or trade education.

  • Help with investing after-tax dollars with a 529 college plan
  • Exploring prepaid 529 tuition plans

  • Coverdell savings account advice

  • Help you with financial aid questions

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Get a personal consultation.

Guidance with planning and investments in Durango, or virtually nationwide.

Free Consultation
(970) 375-1291

7 Steps of Financial Planning

Understanding your personal and financial circumstances.
Identifying and selecting goals.
Analyzing the your current course of action and potential alternative course(s) of action.
Developing the financial planning recommendation(s).
Review the financial planning recommendation(s).
Implementing the financial planning recommendation(s).
Monitoring progress and updating

What else can we help you with?

Annuities*

Annuities can provide a income stream for retirees, either in fixed amounts monthly or as a lump sum. They can help reduce the risk of outliving your savings.

Life Insurance*

If you’re looking for life insurance it’s important to have the right insurance for where you are in life now, and for your future. We can help you decide what type of insurance is right for you.

Long Term Care Insurance*

It might be hard to imagine now, but there is a chance you’ll need some help taking care of yourself later in life.  Let us help you understand ways to pay for it.

401K Information

We can help safeguard your 401K by selecting, monitoring and optimizing the investments which can give you peace of mind that your 401K is reaping maximum benefits for you.

*Insurance products are not offered through Dynamic Wealth Advisors.  This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic.

Want to know more? Get in touch.
Contact Us with Questions

Unbiased Advice with Uncompromising Service

We’re a small firm of responsive fiduciaries who will give you honest advice about all your financial decisions. We help good people live their best life at every stage of life.

How we can help

Creative and diverse portfolios are what we are all about

We believe that it is more important to hold a range of investments rather than focus solely on what direction the debt and equity markets are headed. By holding diverse assets across asset classes, we help to position our investors to be able to enjoy returns that the markets have delivered over time.

This investment philosophy helps our clients to utilize their money at each stage of their lives and into retirement years.

Balancing Life, Business and Wealth at Every Stage

Wealth Management

Holistic financial advice to help you protect and grow your wealth. We integrate financial planning, tax planning and investment advice to help you reach your goals.

Cash Flow Analysis

We know you’ll feel happier and more secure when you understand where your money is going, how it’s growing and how much you have on hand at any moment.

Investment Strategy Review

We look at your portfolio and help review your goals, asset allocation, and level of diversification. This gives us a full financial picture to make smart decisions for life events on your horizon.

401K Reviews

We can help you review your risk exposure, maximize your savings and help identify areas of strength and weakness in your investments.