Michael Jordan
The Dynamic Wealth team has worked together as partners for the past 10 years. We are advisors and business owners. Our combined experiences, professional specialties, and diverse educational backgrounds allow us to solve complex financial challenges for clients.
What is an accredited investment fiduciary?
Accredited Investment Fiduciary® (AIF) Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
The designation is awarded by the College for Financial Planning.
The study program includes training in making a comprehensive assessment of an individual's financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more.
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