Who We Serve
Women, Money & Power
53% of women surveyed consider themselves to be the CFO of their household. Now more than ever, an increasing amount of financial decision-making falls on your shoulders. We can help you take charge of the future.
B.O.S.S.
Business Owners Success Strategy — A plan that covers you today and into the future is critical to the success of your business and ensures a successful transition when you’re no longer around.
Teachers
There are many retirement plan types and strategies to help supplement your pension and Social Security. But which plan can best help you bridge your “Retirement Income Gap”?
The New IRA
Let go of preconceived notions about retirement and consider the opportunities that come with seeing it in an entirely new light — a time where your mind, body, and spirit thrive, not just survive.
Our Suite of Services
Retirement Income
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Annuities
An annuity is a contract between you and an insurance company that requires the insurer to make payments to you, either immediately or in the future.
Life Insurance
A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
Tax Strategies
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing.
Asset Protection
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
IRA Legacy Planning
An IRA can serve as a valuable tool in your overall wealth plan, allowing you to use retirement assets to address larger wealth transfer goals.
Create a Greater Return on Life
Financial planning isn’t only for the elite, and it's not just about wealth. At Dream Builders Financial, we believe that everyone deserves to manage their finances with confidence while fully enjoying their lives. How do you get there? Start making your money work for you, instead of working for your money.
Dream Builders is dedicated to helping everyone—including blue-collar business owners, professional women, and family stewards—unlock their potential and realize their dreams. That’s why our Life-Centered Planning process puts your life goals, not your money, at the center of the conversation. From retirement strategies to succession planning, we’ll strengthen your financial performance and turn it into a foundation for achieving your dreams.
Our goal is to help you enjoy the life you have today and build the life you want for tomorrow.
Life-Centered Planning puts your life goals, not your money, at the center of the conversation.
“I help my clients get to their retirement destination while also building the life of their dreams.”
Achieving your dream retirement is a lot like making the big leagues. To achieve your dreams, you need great coaches! Each week Greg and Danny share insights to help you reach your financial goals and achieve your retirement dreams.