Dreamfield Planning Group provides financial planning and investment management services. Financial planning includes establishing client goals, analyzing financial areas, developing recommendations, assisting with implementation, monitoring the plan, and addressing financial matters. Investment management is provided at no additional fee and includes determining portfolio allocations, implementing investment strategies, conducting portfolio reviews, and adjusting allocations. Dreamfield Planning Group may use third-party managers for portfolio management.
Fee Structure
Dreamfield Planning Group provides investment management services at no additional fee to clients who also receive financial planning services. The firm does not offer investment management as a standalone service.
