Financial Planning

Financial Planning is more than just planning your savings and expenses. In fact, a comprehensive financial plan will help you select your portfolio. At DreamWork Financial Group, our financial plans include your Investing Gameplan™ – a comprehensive investing plan, customized to meet your specific needs.

DreamWork Financial Group is a Fiduciary

Your financial planner should be a fiduciary. A fiduciary is someone who holds a legal or ethical relationship of trust with you and, more importantly, is bound by law to act in your best interest. This is a responsibility that shouldn’t be overlooked when you are looking for someone to help you manage your finances. After all, why would you want to trust your money to someone who isn’t required to act in your best interests?

Banks and brokers may not be fiduciaries, and therefore can act as middlemen – who are not always bound to act in your best interest. With some banks, you may even need to achieve a certain level of wealth to access a fiduciary advisor. At DreamWork Financial Group, we are a fiduciary, so we are legally bound to work in your best interest.

When Should You Talk to a Financial Planner?

The answer is anytime! At the core of our company, we believe: You Don’t Have to be Wealthy to Have Wealth Management®.

But we acknowledge that there are life events, such as buying a house, starting a job, getting married, or having children that can be a catalyst for reaching out to a financial advisor. No matter where you are in your financial journey, it’s important to speak to a professional.

Why is Financial Planning at DreamWork Financial Group different?

At DreamWork Financial Group, we believe choosing the right advisor is crucial to your financial success. So, we value building a personal relationship with each of our clients, centered around trust and open communication. This allows us the best chance to be successful when developing their Investing Gameplan™.

In addition, being on the cutting edge of technology and transparency are at the forefront of our minds. We strive to provide advanced tools and resources, so you can keep track of your wealth while succeeding in your financial goals.

Finally, we have a “client first” approach in advising our clients. That means we are here to talk whenever you need us, and our portal is available 24/7 to track your portfolio. So, give DreamWork Financial Group a call today, and let us develop your Investing Gameplan™.