Finances can be viewed often as an intimidating aspect of life. From 401K management, investment opportunities, retirement planning, it can be a lot! Enter the locally ran and operated Family Dynasty Advisors! This company was started during Covid by CEO & Chief Investment Advisor Mike Caffey. Fast forward 4+ years later, this boutique investment firm is all about determining your stage of life and helping you achieve goals- both foreseen and not yet realized.

 

Mike originally spent 20+ years in the corporate world before finally deciding to go into business for himself. "I wanted more flexibility to take care of my people right," he explains. "Less rules and more control to take care of the customer." Mike has a team of 7 amazing advisors, specialists, and managers. Their extreme hands on approach is really what makes them stand out from competition. "We're not a firm you're going to only hear from once a year" Mike laughs. "We take the time to realize what's important to you now as well as what will be your focus in the future."

 

Whenever you walk through the doors at Family Dynasty Advisors, your initial meeting takes place in a casual sitting room. No stuffy boardrooms here. Next some basic questions are asked to discover your knowledge of investing/ the market and goals for being there. "Does the person need individual products or a blend of multiple?" Mike says. "Whether you're well into your career looking at a retirement plan, in your 30's interested in investments and trades, or a college kid wanting to grow the $2K you made over summer, we're here  to help you manage and grow."

 

One really cool thing Mike takes into account when dealing with his clients is called the Sleep Factor. Everyone has different levels of comfortability when it comes to money managemnt and investing. "We strive to give you peace of mind. Your money is in good hands!" Serveral products offered by Family Dynasty Advisors are ETS's (Exchange-Traded Funds), 401K Management, wealth management, retirement planning, insurance, annuities, and even tax support.

 

The past few years have been a great reminder of just how flimsy our economy can be. Regardless of your life stage, achieveing future financial goals is something we could all use! Check out FamilyDynastyAdvisors.com to learn more. Experience how the family aspect of financial management really can make a big difference in your life today and tomorrow!