Business Services

Business Strategies

Business Strategies

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.

Executive Compensation Programs

Executive Compensation Programs

With DEI's Executive Compensation solutions, our associates can help business owners design plans to attract quality employees and retain key personnel:

  • Deferred Compensation
  • Executive Bonus
  • Split Dollar
  • KeyPerson Insurance
Business Continuation Programs

Business Continuation Programs

DEI offers a variety of solutions that can help a small business owner transfer ownership and protect the future of their company.

  • BuySell Arrangements Business
  • Continuation Strategies
Retirement Strategies

Retirement Strategies

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.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

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 History

Our History

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.

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