Dream Builders Financial Services

Life planning for the rest of us.

Financial planner in Warwick, RI (show on map)

5.0

★★★★★

2 reviews

Dream Builders Financial offers retirement income strategies, estate planning, insurance, and investment advisory services to empower clients to achieve their retirement goals.

Call (401) 241-6693

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About

Dream Builders Financial exists to empower clients to make better financial decisions, enabling them to reach their retirement destination while building the life of their dreams. Services include retirement income strategies, estate planning, insurance, and investment advisory, with a focus on middle-class Americans and small business owners.

Comprehensive financial planning for middle-class Americans

Focus on small business owners and succession planning

Community involvement through events like Wine & Wisdom and Business & Bourbon

Services

Retirement Income Strategies

Helps clients determine where their retirement money will come from, including qualified retirement plans, Social Security, and personal savings.

Comprehensive retirement income analysis Social Security and Medicare planning Tax-efficient retirement income strategies

Estate Planning

Assists clients in creating wills, trusts, and directives to protect their family and preserve their legacy.

Will and trust preparation Estate tax minimization strategies Power of attorney and healthcare directives

Insurance Planning

Provides personal, liability, and life insurance strategies to protect clients and their families.

Personal insurance analysis Liability insurance recommendations Life insurance product selection

IRA Legacy Planning

Helps clients use Individual Retirement Accounts (IRAs) to achieve larger wealth transfer goals.

IRA rollover strategies Beneficiary planning for IRAs Estate integration with IRA assets

Social Security & Medicare Planning

Guides clients on optimal timing for Social Security benefits and Medicare enrollment.

Social Security claiming strategies Medicare plan selection Coordination with other retirement income sources

Tax Services

Provides tax planning and compliance services to minimize tax liabilities and maximize returns.

Tax strategy development Tax return preparation Ongoing tax compliance monitoring

Credentials & Certifications

Licensed Medicare Broker

Since Former SSA Specialist

Paralegal / Estate Planning Assistant

Reviews

Rating

★★★★★

Reviews

"Onsite services"

Frequently Asked Questions

What is the purpose of Dream Builders Financial? +

Dream Builders Financial exists to empower clients to make better financial decisions, allowing them to reach their retirement destination while building the life of their dreams.

What services does Dream Builders Financial offer? +

Dream Builders Financial offers retirement income strategies, estate planning, insurance planning, IRA legacy planning, Social Security & Medicare planning, and tax services.

Who is Danny Bullock? +

Danny Bullock is a Financial Advisor at Dream Builders Financial who helps clients achieve their retirement goals and build the life of their dreams.

What are the key employee benefits discussed in the B.O.S.S. section? +

The B.O.S.S. section discusses key employee benefits such as attracting, retaining, and rewarding key employees through long-term incentives, succession planning, and risk management to protect the business and family.

What is the purpose of the Wine & Wisdom events? +

Wine & Wisdom events are relaxed evenings with wine, food, and financial wisdom, providing opportunities for clients and their friends to learn about financial topics from Danny Bullock.

What is the focus of the Women, Money & Power section? +

The Women, Money & Power section focuses on empowering financially independent women, discussing financial education, goal setting, and strategies for achieving financial security and independence.