Our Services

Financial Planning

How do you envision the next year or the next five to ten years? Do your future obligations include educational costs for yourself, spouse or children? Do you plan to start a business? Planning is the key to working toward your dreams!

Your financial plan is tailored to your vision for yourself and your family for the here and now and for the future. With your financial and life goals in mind, we'll create a plan taking into account different potential scenarios, risks and 'what ifs.' Your plan will also address tax implications, insurance and retirement needs.
Portfolio Management

Investment objectives, risk tolerance, asset allocation and rebalancing are what's at play here. You have to be comfortable with how your money is apportioned, and I want to be sure my advice makes you feel that way. I like to review accounts with clients on a quarterly basis to ensure we're on track. Although we aim to mitigate market volatility, keep in mind that returns on investments are not guaranteed due to market fluctuation, no matter how your portfolio is allocated.
Life Insurance

Life insurance is a product that assists with risk management. It's a tool offering protection against losses that might incur from disability, long term care needs and death. We'll review your risks and determine the type of insurance and the amount that offers the best protection for you and your family. Guarantees are based in the paying ability of the insurer.
Retirement Strategy

What does your ideal retirement look like? We'll consider the whole picture based on employment retirement benefits (pension or 401K), age at retirement, social security, risks, if you plan on working post retirement, streams of income and of course post retirement life goals. Ideally, we assess progress every six months and adapt the strategy if any changes in these categories warrant an adjustment.


© Dynamic Financial Services, All Rights Reserved
8089 S Lincoln Street, Suite 205
 Littleton, Colorado 80122
Ofc. 303-351-1400 / Fax 303-374-4650
kim@dynamic-financial.net

Securities and Advisory services offered through LPL Financial,
a registered investment advisor,
member FINRA/SIPC


The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Colorado, Arizona, Florida, Nebraska, South Carolina, Texas
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Dynamic Financial Services​​