At Dream Builders Financial Services, one of the main tools to success is having one-on-one communication with clients. The personal connection that is formed is an essential part of assisting their clients in the best way possible, and they provide their clients with a financial plan that is specific to their needs.
Whether it is in regards to Social Security, life insurance, or the new IRA, Dream Builders Financial Services will assist you with all your questions as well as promise to prioritize your needs. Their team isn’t a computerized voice or an app on your phone. They are real people that are able to communicate with you by following a system comprised of five steps. They begin with a 15-minute phone call, where the client explains their situation and Dream Builders will determine if they can assist. If they are able to, they will then set up a virtual meeting call, where your financial needs and goals are established. The team analyzes your financial situation using their top-notch expertise. After this, there is a second virtual meeting, where they answer your questions and begin forming your financial plan. After hearing your custom plan, you can decide whether working with Dream Builders will be beneficial. Remember, their top-notch team helps you plan your life, not only your money.
If you’re interested in meeting with Dream Builders Financial Services, visit their website at https://www.dreambuilder-ri.com/ or call (401) 241-6693. They will be thrilled to lend a helping hand for your financial needs.