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Overview of Services

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    Retirement Planning

    The primary investing goal for most investors. Urban will help you develop a plan to reach your retirement goals. Aligning your investments with your expected needs in retirement, clients know where they are in relation to their goals.

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    Custodians

    Urban works with several firms to custody your investments. Depending on your individual situation, you may have accounts with Charles Schwab, Fidelity, or TD Ameritrade.

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    Taxable Accounts

    Taxable accounts (Joint, Individual, Trusts, etc.) can be invested in a similar fashion to your other retirement accounts, or differently if for a different investing goal.

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    Legacy

    Planning to leave some assets to your heirs, or a charitable organization of your choice? Urban will work with your estate attorney to implement your plan in accordance to your wishes.

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    Retirement Accounts

    Whether it is an IRA, Roth IRA, or Rollover, Urban will design the appropriate portfolio for you to reach your retirement goals.

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    College Savings

    Often the second most important investing goal. Urban will help you maximize college savings for children, grandchildren or others important to you.

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    Investments

    Urban provides his clients with risk-appropriate, globally diversified portfolios designed to help them reach their goals. Urban primarily uses the mutual funds provided by Dimensional Funds Advisors (DFA), and American Funds for his client portfolios.

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    Keeping Track of Your Plan

    Urban periodically provides clients with a performance report, in addition to a retirement readiness report that helps monitor your progress as you approach retirement.

Urban has
15 YEARS’ EXPERIENCE IN THE INDUSTRY
and enjoys working with clients that have a variety of goals to reach.

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Retirement Savings

The primary investing goal for most investors. Urban will help you develop a plan to reach your retirement goals. Aligning your investments with your expected needs in retirement, clients know where they are in relation to their goals

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Changing
the way people
think about
investing.

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Educational

With the continually rising cost of post-secondary education, many parents (and other family members) have made this the second most common investment objective. Much like the process for retirement planning, Urban assists clients with a plan for
saving for college costs for their children.



Reach Out To Me Today.It Only Takes 5 Mintues!

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    MAKE AN APPOINTMENT

    949-310-4527

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    SEND ME A MESSAGE

    urban.adams@dynamicwealthadvisors.com