We are your objective and independent source for financial advice, products and services!

Make a New Year's Resolution to get your financial "stuff" organized in 2010!
Click on the logo to learn how we can help.

Client Alert!
Planning for Roth IRA Conversion Opportunities in 2010
Click here for a flash presentation 

A ROTH Conversion may not be suitable for all investors, and may carry serious tax implications.

Please contact a tax professional in your state concerning your specific situation. 

Important Notice
Life Insurance Rates Appear to be on the Rise!
Click here for printable flyer

Success is a team sport!

We work with our clients' accountants and attorneys to enhance the professional team.

Do you want to learn how?

Accountants, please click here.        Attorneys, please click here.

Welcome and thank you for visiting.

At Dynasty Advisors our mission is to help you achieve financial independence. As professional independent financial advisors, we focus objectively on your financial goals and issues. Whether you have needs as an individual, business or institution, our unique processes, independence and experience allows us to act as true advisors and client advocates. We take great pride in developing long lasting relationships with our clients by providing professional, unbiased advice backed by excellent client service.

Our knowledgeable professionals use their industry-focused experience and strategic alliances to help you with your personal and business financial objectives and issues while providing a superb client experience in the following key areas:

  • Financial Planning
  • Wealth Management
  • Health Insurance and Employee Benefits
  • Insurance and Risk Management for Individuals and Businesses
  • Retirement Plans and Executive Compensation
  • Mortgages and Debt Management
  • Non-profit Services

Click here for "The Dynasty Difference" brochure

 
Calculators

Lease Payment

How much would your monthly lease payment be?

Car Affordability

How much can you afford to pay for a car?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

More Newsletters →