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Topic: Financial Planning

Fiduciary 101: What you need to know

May 25, 2018

Fiduciary Financial Planning Retirement Planning Wealth Management

What does 'Fiduciary' mean? Does your financial advisor have a fiduciary responsibility to you? If not, you should be concerned. Knowing this simple word and what it means could be the difference between working your entire life and an early retirement. Read our latest article to learn the facts.
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Debt Management – “The DreamWork Way”

November 16, 2016

Financial Planning

The decision to pay debt or invest free cash is the basis for debt management. At DreamWork Financial Group we put our clients' best interests first!
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How Much Does Our Financial Advice Cost?

At DreamWork Financial Group, we believe you don't have to be wealthy to have wealth management®. And, if you are already wealthy, congratulations! We pride ourselves in having the knowledge and experience necessary to optimize portfolios of any size.

In any case, we offer two tiers of excellent service with no minimum investment, Composer™ and Orchestra™. Our pricing is simple and transparent as you can see from the following chart. Whether you simply need access to our investments and advice, or if you need a full suite of wealth management services, we have you covered.

Compare our Services	Composer™ Investment Advice	Orchestra™ Wealth Management
Cost*	0.5%	1%**
Minimum Investment	$0	$0
Dedicated Fiduciary Advisor	X	X
Access to Spector™ & Tempo™ Funds	X	X
Customized Portfolios That Include Your Favorite Stocks	X	X
Comprehensive Financial Plan		X
Estate, Education and Retirement Planning		X
Around the Clock Access to Your Plan and Advisor		X

*$20 Minimum monthly management fee

**Households with average combined balance under $100,000 may be subject to a $500 planning fee.

Choose the meeting option that works for you

Introduction Call

Length:

10 minutes

Cost:

Location:

Phone Call or Interactive Web Meeting (Your Choice)

Summary:

Meet our Chief Financial Strategist, Clint Kirby, and learn what makes DreamWork different from our competition.

Financial Review

Length:

1 hour

Cost:

Location:

DreamWork Financial Group
420 20th ST N
Suite 2200
Birmingham, AL 35203

Summary:

Review your current financial picture, identify investment and savings objectives, evaluate your position and discuss what makes DreamWork different from our competition.

Topic: Financial Planning

Introduction Call

Financial Review

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