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.