We all need a little direction at some point in our life.
From our earliest years, we have been provided invaluable guidance by our parents, teachers, doctors and many other individuals and professionals that we trust with our most personal matters and decisions. These most valuable Life Advisors possess a common characteristic - they want what is best for us.
Frequently, many Financial Advisors focus exclusively on a finite segment of a client’s hierarchy of needs. This often results in a failure to understand the underlying motives and desires of the very client they are supposed to advise.
Partial recommendations usually result in partial solutions.
Valley Forge Financial Dynamics is a Wealth Optimization and Wealth Utilization firm focused on the creation, the growth, the longevity and the eventual desired transfer of wealth. Our team of seasoned Professional Advisors, with over 100 years of combined experience, is committed to one overriding concept - ‘Serving Our Clients’.
As Financial Professionals, we distinguish ourselves by avoiding the myopic focus that many of our competitors employ. Our strategic approach is to create a masterwork design for our clients. How do we achieve this? What separates us?
We begin by fully understanding the client long before any recommendations are presented. What do you want from life? From business? What will you settle for? How will you face the future and the inevitability of change? How will you pass on your lifetime’s work? How will your dreams be realized? How do you want to be remembered?
Once we secure answers to our clients’ intrinsic needs and desires, we design strategies, mechanisms, techniques and solutions to enable clients to reach their goals. Well aware that no one individual or organization is paramount in providing the requisite answers, we maintain a national network of recognized and distinguished Strategic Partners that interact with our expert staff in designing and implementing a comprehensive plan for our clients.
Our Asset Managers, CPA’s, Attorneys, Trust Officers and many others function under our oversight, creating a masterwork plan for clients.
Our mantra: ‘What we do in life echoes in eternity, so let us strive for perfection, and although we may never attain it, we will pass excellence along the way’. Let us be your ‘financial compass’, and point you in the right direction.
600 W. Germantown Pike, Suite 400
Plymouth Meeting,PA 19462
Contact us to start reviewing and
planning your financial future.