As a fee-only fiduciary, tell us what matters to you and know you won't simply be sold a product. Meet our Chief Financial Strategist, Clint Kirby, and learn what makes DreamWork different from our competition. Review your current financial picture, identify investment and savings objectives, and develop your Investing Gameplan.
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The world of finance gets a bad rap. People think it's too complicated, too overwhelming, too full of people trying to make a buck. And we get it: If that's the only experience you've had with finance and financial professionals, why would you think anything different?
We built DreamWork Financial Group to change those stereotypes - to introduce you to a financial Advisory firm that cares about its clients, values your input and puts your happiness first.DreamWork Financial Group is a Registered Investment Advisor (or RIA for short) based in Birmingham, Alabama. We work with clients to provide long-term, customized financial planning, retirement cash-flow planning and more.
We built DreamWork Financial Group to change those stereotypes - to introduce you to a financial Advisory firm that cares about its clients, values your input and puts your happiness first.DreamWork Financial Group is a Registered Investment Advisor (or RIA for short) based in Birmingham, Alabama. We work with clients to provide long-term, customized financial planning, retirement cash-flow planning and more.
Spectors are Specific, Theme-Oriented Investments (SpecT-Or). In a nutshell, they are investment models which try to capitalize on certain individual themes or trends by using individual stocks and low-cost ETFs. By owning the underlying holdings, we can achieve greater diversification, lower expenses and tax advantages.
When saving for retirement or other goals, we feel that our clients deserve more than just a target-date mutual fund. At DreamWork Financial Group, we want to serve those who "march to the beat of their own drum." That's why we'd like to introduce Tempo funds as our latest investment offering. Our "Time Emphasized Portfolio", Tempo for short, helps you meet your savings goals on your own terms.
Tempos are Time Emphasized Portfolios (T-EM-PO). In a nutshell, these are personalized, goal-based savings models. Each model invests in low-cost ETFs, and in some cases individual stocks, to meet a specific savings or retirement goal. Built for those with a very low risk tolerance or those who are very near or at their goal, Lento is our defensive Tempo fund.
Financial Planning is more than just planning your savings and expenses. In fact, a comprehensive financial plan will help you select your portfolio. At DreamWork Financial Group, our financial plans include your Investing Gameplan - a comprehensive investing plan, customized to meet your specific needs.
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