Our Mission

How We Work

Our mission is to provide savings vehicles and protection for you and your family so that you can build a solid financial foundation for your future.

Our values are courage, integrity and competence.

We believe in taking action and educating you to make informed decisions regarding growing your wealth. We consider that our approach should be taken with the highest level of integrity and involvement with you, the client. We feel that a competent approach should be the goal in every aspect of what we deliver for all of our clients who are entrusting us with their future.

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

Our Process

Our Process

Our first question is always:

  • What are your financial goals?

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

Michael Coleman, has been in the financial industry for over two decades. Dynamic Expansion was created in 2012 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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