|
We believe that there is nothing more important in your financial life than having a detailed strategic plan for reaching whatever goals you have for the future. With a financial planning relationship, you get a partner in helping make sure each facet of your life is not only communicating with each other but agree with each other as well. For example, we want to make sure your financial planner, accountant, estate planning attorney, and insurance professional are all working off the same plan and same set of goals. We want to make sure the tax advice your accountant is giving you aligns with what the plan says and the goals you have. We want to make sure your home and auto insurance professional is recommending products with the correct coverage and for the right price, so we don’t ruin our budget or under-insure ourselves. By partnering with us as your Financial Planners, you get the objective, non-product specific advice and personalized service you deserve.
|
|
DYNAMIC WEALTH PARTNERS
Check the background of your financial professional on FINRA's BrokerCheck.
Brenden Fitzpatrick and Matthew Seem offer financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Our compensation may be based on a combination of fees and commissions. Dynamic Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Availability of Long-term care and disability income insurance varies by carrier and state.
eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC.
Dynamic Wealth Partners is licensed to conduct business in the following states: CO, KS, NE, MN, MO, SD, WA
Dynamic Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
Brenden Fitzpatrick and Matthew Seem offer financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Our compensation may be based on a combination of fees and commissions. Dynamic Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Availability of Long-term care and disability income insurance varies by carrier and state.
eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC.
Dynamic Wealth Partners is licensed to conduct business in the following states: CO, KS, NE, MN, MO, SD, WA
Dynamic Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
1036254-00002-00
