626 Lakeview Road,
Todays small business owners must provide financial and insurance solutions for themselves and their employees, as well as ensure the future security of their businesses.
Dynamic Expansion offers a variety of services to help business owners meet their needs.
With DEI's Executive Compensation solutions, our associates can help business owners design plans to attract quality employees and retain key personnel:
DEI offers a variety of solutions that can help a small business owner transfer ownership and protect the future of their company.
It's important for a business owner not only to invest in their company, but also the employees who work there. DEI offers a variety of packages to help reward and retain personnel with tangible benefit programs.
We take a needs-based approach to planning for the future and asset management.
Our first questions are always:
• What are your financial goals?• How much money to you have saved?
We will take a current snapshot of your financial status through six areas:
• Cash flow management• Debt management• Emergency funds• Proper protection• Asset accumulation
• Estate strategy
Once through our process, we will produce an action plan with a goal to improve performance in each of these six areas.
Our CEO, Michael Coleman, has been in the financial services industry for over two decades. Dynamic Expansion was created in 2017 to be a brand that fulfills its namesake—to dynamically change with a client’s needs. This is accomplished while also keeping in mind the overall goal of expansion of the client’s financial foundation for their family and business.
We originally began in Southern California, and have since expanded to operations throughout the entire United States and Canada.