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!
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Client Alert!
Planning for Roth IRA Conversion Opportunities in 2010
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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!
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Make sure that you check out our weekly radio show, "For Your Benefit" on
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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

Click here for "The Dynasty Difference" brochure

 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

More Newsletters →