Why Choose Dynamic Legacy Planning for Financial Planning

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The advice and direction of a financial planner is essential to implementing a plan that helps you pursue your financial goals and objectives. The process of choosing a financial planning service is an essential step towards working towards your goals in your pursuits of wealth. With the assistance of our seasoned professional financial advisors, we will design a customized plan that will lay out actionable steps toward pursuing your goals. Through an initial assessment we work to define what true wealth looks like for you or your business, and then will help build the legacy you have dreamed of.

Take the first step today by scheduling a consultation with a professional of financial planning in New Palestine, IN with Dynamic Legacy Planning. We are readily available to answer any questions you may have about the financial planning services we have to offer.

Financial Planning

Our financial planning services are designed to suit the needs of two main groups, individuals, and businesses. Our financial planning professionals will help you organize their finances and identify aspects that can be improved upon. We can also offer advice about saving for the future or assembling an investment portfolio.

Financial Planning for Individuals

When selecting a financial advisor from Dynamic Legacy Planning, rest assured that we will always act in your best interest by offering investment options that align with your goals. Our view of financial planning stems from four main angles:


We will help you bring your risk, current financial situation and spending into focus.

Personalized Cash-Flow Based Planning

Narrowly tailored to identify and address your specific goals and objectives.

Social Security Analysis

In-depth analysis of available Social Security claiming options.

Risk Management Planning

Comprehensive analysis of life, disability, long-term care and other risk management solutions.

Financial Planning for Businesses

Our financial planners will help you answer essential questions about your business that will help you better understand potential outcomes and scenarios that the future may hold. By focusing on your questions about business valuation, succession plans, sale of your business in regards to your retirement plan. We intend to help you prepare for anything that the future may hold so that you can move forward with confidence in your decisions.

Individual Planning

Your business is part of your individual financial plan – and a key asset in your life.

Business Valuation

Determine an accurate valuation of your business to incorporate into your personalized financial plan.

Tax Efficiency

We help you make tax efficient decisions today rather than when it comes time to file.

Succession Planning

Understanding what happens to your business when you’re gone is vital to financial planning.

Request an Appointment

Through an initial consultation with Dynamic Legacy Planning, in 15 minutes we can get to know you – your situation, basic goals and needs. We will then be able to connect you with a dedicated New Palestine, IN financial planning professional committed to helping you pursue your goals and true wealth.

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Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation