Wealth Dynamics
Helping folks live for today while preparing for tomorrow.

Testimonials

Here's what our client's have to say:

Just a note to thank you so much again for your help with my financial matters.

I also want to help encourage others who may be seeking a sincerely knowledgeable and trustworthy financial advisor.

When I initially made the decision to seek professional financial advice, your services helped me to realize a whole new level of understanding and control. You were able to help me grasp my then current financial situation and aided me in taking a number of simple yet effective steps to help me restructure my overall finances. These steps improved my cash flow, my tax situation, and my peace of mind about my financial future. I am now well on my way to achieving my financial goals.

You took the time to analyze all the various benefits available through the CSU System and educated me about my supplemental options.  I really appreciate that you included plans to achieve short, medium, and long term financial goals, preparing for major life transitions involving scenarios with my parents and my children, and showed me ways to maximize interactions between my employee benefits and other options tailored to my retirement and protection needs.  You were even able to reduce taxes on my various sources of income!  Thanks.

I believe you would be an excellent asset to anyone seeking to solidify their finances based on your knowledge and experience, your holistic approach to people's wealth and welfare, and your thoughtful, understandable delivery of these often complex issues we all face. Please do not hesitate to have anyone contact me if they would like a personal account from a very satisfied client.

 Sincerely,

Beatrice Yorker, JD, RN, MS, FAAN

Dean, College of Health and Human Services

California State University, Los Angeles
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I just wanted to send you a note to tell you how grateful I am for all your insightful, careful, patient, straightforward, competent, experienced, knowledgeable, good common sense advice with money decisions for myself, my mother and my aunt.

I am very relieved that I no longer need to try to keep up with the ebbs and flows of the stock market, what various money managers are offering and the difficulty of making only partially informed decisions. I have never read a prospectus and do not wish to! Although I know no one can completely predict the future, I know you are vigilant and have a strong sense of what turns the markets are likely to make due to your experience, genius and diligence in research and reading. I also appreciate that you have positioned your business in a truly independent position so you don’t have to sell proprietary products that may not be in my best interests.

I wish I had known about your services years ago as I would be wealthier today if I had!

I am grateful for your strategy for my financial growth and for your support in keeping me on track for retirement with automatic savings and diversified investments that allow me to sleep well! I agree that we all should retire rich and die broke! Feel free to share this note with anyone who may be considering your services as I know you will do the best for them. Now I need to get back to work so I can use my wealth creatively!

 All best regards,

 Jane Downing
DesignWorks & Century 21 Realty
San Rafael, CA  94912

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