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Financial Planning

Dream Capital shall review the client’s present financial situation and issue a written analysis and report of recommendations in accordance with the client’s goals and objectives. This service is unique to each client and usually includes an initial consultation and subsequent follow-up visits. The services provided in this regards may include but would not be limited to the following:

  • Preparation of an annual net worth statements;
  • Create a cash flow statement;
  • Review current investments and make recommendations thereon;
  • Review recent tax returns and provide tax planning advice
  • Review life and disability insurance and make recommendations theron;
  • Review estate plan and make recommendations theron;
  • Complete a retirement analysis; and
  • Provide education planning advice.

Dream Capital’s fees for a written financial plan may be based on a flat fee or an hourly fee. A retainer may be charged as well.