OUR SERVICES
START WITH AN INITIAL CONSULTATION
At Dunamis Capital Consulting we know how important it is to have the right coverage, the right investment strategy, and the right retirement plan. That’s why we offer customized, affordable options and advice. We work directly with our clients to learn their stories and understand their situations, so we can tailor solutions specific to their needs. Experience the difference of working with a seasoned and dedicated, local financial planner and life insurance broker – schedule a appointment or call us today!
WHAT WE DO
PLAN
RETIREMENT PLANNING
Every individual should plan for retirement at some point in their life. Make sure you are assessing all potential options that are available to you.
ENABLE
INVESTMENT MANAGEMENT
There are many benefits of investing, including the potential of appreciation of your assets and the possibility of reaching your investment goals to you.
MANAGE
INSURANCE STRATEGIES
Leaving a legacy of your life through insurance allows you to protect the ones you love the most. We know how important security and peace of mind are for our clients and strive to provide the best possible service at all times.
EXPERIENCED FINANCIAL PLANNING
Dunamis Capital Consulting specializes in comprehensive financial planning. We are an investment, retirement, and insurance strategies firm. Dunamis Capital Consulting assists families, individuals, and small to large businesses at various stages of growth. Whether your needs are investments, short to intermediate cash needs, life insurance, retirement planning, supplemental insurance, or health insurance, we have the solution and a network of industry professionals ready to assist you.
STRONG PARTNERSHIPS
For investment needs, we partner with Charles Schwab, Brinker Capital, Nationwide Advisory, Interactive Brokers LLC, and McElhenny Sheffield. For insurance needs, we partner with up to 40 large insurance companies, including AFLAC for your critical illness, accident and cancer plan needs. We have case specialist partners who will customize and design your plan, and then provide you technology access to your portfolio.
MANAGEMENT OF YOUR PORTFOLIO
Dunamis monitors your plans, service your requests, and conducts periodic meetings to evaluate your portfolio needs to meet your lifestyle goals. We also offer lifetime income or pension planning with options for legacy to create generational wealth. Whatever your budget or complex needs are, trust Dunamis Capital Consulting to help you get started and provide personalized guidance.
GET IN TOUCH
No matter the size of your budget, you can trust Dunamis Capital Consulting to help you achieve your financial goals.