Dyken Wealth Strategies

Whether you are just starting to save for your future, or are a seasoned investor, Dyken Wealth Strategies has the financial management experience to direct you towards reaching your objectives. Our typical clientele includes individuals, doctors and business owners with investments ranging from $100,000 and up.

Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective.

OUR VALUE PROPOSITION

One of the benefits of working with an independent firm is that we have no obligation to sell proprietary products or services. As a result, we can be openly selective in offering only those investment products and services that we believe are best suited to realize your financial objectives. We also promise to offer timely, unbiased advice while extending the highest level of integrity and service.

CLIENT EXPERIENCE

PROCESS How to become a client

Discovery:We will meet with any prospective client free of charge to evaluate their unique situation and determine whether or not Dyken Wealth Strategies can be of help. Once we gather all of the information we present a specific plan of action to assist our clients. When you choose to work with us based on this plan, we then move to the next phase of planning.

Implementation:This phase begins the actual work of making your personalized plan a reality. You start by signing a consulting agreement that is annually renewable. When we do what we say we will do, you then continue our relationship on a yearly basis by renewing your consulting agreement. During this phase of planning, we will methodically address all of your financial planning issues and work to address all phases of your planning needs.

Evaluation:The final phase of planning includes an ongoing continual monitoring of your financial plan. This includes continued surveillance of your current situation, future horizons, family goals, and your feelings about the market. We have specific agreed upon scheduled meetings throughout the year at a frequency that you decide to address any changes in your situation and to adjust your plan accordingly. Additionally we will meet with you anytime during the year that you request to ensure that you are comfortable with your integrated financial plan. When you entrust us with your financial future, we strive to make your life worry-free.

CLIENT ABSOLUTES Promises to our clients

• During business hours, a real live person will always answer the phone.
• Client questions are always responded to by the end of each business day.
• We customize a communication plan each year for every client that describes what, when, how, and why we communicate.
• Each client is invited to one informational event every year.
• We act as a sounding board or second opinion on financial matters to clients' family and friends for free and without an expectation of becoming a client.