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When do I need a Financial Advisor?

by | Sep 30, 2019 | Fiduciary, Wealth

Yesterday!  If you do not have a Financial Advisor, you need one immediately.  Often people believe they need to “sort things out” before hiring a Financial Advisor.  If you find yourself asking, when do I need a Financial Advisor, you are already...

Investing and Weight Loss Parallels

by | Sep 3, 2019 | Behavioral Finance

If you are like me, you’ve been on numerous diets.  South Beach, Keto, Atkins, the “do it all in moderation and workout diet”, etc.  Always searching for that “quick fix” to drop weight the easy way.  The reality is like everything in life, there is no...

About Life Managed

The material on the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

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Thanasi Panagiotakopoulos and Ben Fredlake, CFP® are investment advisor representatives of Dynamic Wealth Advisors dba LifeManaged. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Thanasi Panagiotakopoulos

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