Dynamic Need to Know 
Client Planning Factfinder 

This is the initial capture of data inputs for your plan. It is critical that you provide as much information as possible to your planner so that he or she can build a robust plan and subsequently subject it to “stress testing.”

 
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ADV 2a

Required regulatory disclosure about our firm.

If you are a client, you should receive this

document annually.

 
ADV 2b

Required regulatory disclosure about our CEO, Michael J. Abbate. If you are a client, you should receive this document annually.

 
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© 2017 by Dynamic Wealth Partners, LLC | Rights Reserved.

 

10450 E. Riggs Road, Suite 112 | Sun Lakes AZ 85248 | Office: 480-895-2148 | EFax: 888-501-1721

 

Investment advisory services offered through Dynamic Wealth Partners, LLC (DWP), a Registered Investment Advisor. Dynamic Wealth Partners LLC will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance and annuities offered through Caduceus Financial Services LLC (CFS). DWP and CFS are separate entities and neither provides legal or tax advice.

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(844) 397-2929

Dynamic Wealth Partners