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Dynamic Legacy Planning
- Investment Service
- Greenfield, IN
About this business
Dynamic Legacy Planning was founded in 2021 as its founder and twenty-plus year investment advisor, Jason White sought to combine his experience as a financial advisor and coach with his ecperience and knowledge as an estate planning attorney to create a firm that helps its client "Begin with the end in mind."
Location details
17 N Pennsylvania St, Greenfield, IN, 46140, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I couldn’t be more pleased with the experience I’ve had with Dynamic Legacy Planning. From the moment I started working with Jason White and his team, they have provided expert financial advice tailored to my unique needs and long-term goals. They take the time to listen, explain options clearly, and develop a strategy that feels both comprehensive and achievable. Their professionalism, transparency, and genuine care for their clients' financial well-being really set them apart. Whether you're planning for retirement, inves... read more
I have enjoyed my experience with Jason White and Dan Tutrow at Dynamic Legacy Planning. Most importantly I trust them to look out for my best interest financially. They are always available for any questions I may have and respond promptly. I was very happy with how they assisted me with my late husband’s estate several years ago. Jason helped me prioritize task to make the process go smoothly during a difficult time. I would highly recommend Dynamic Legacy Planning to assist you with meeting your financial and retiremen... read more
Dynamic Legacy Planning has been such a valuable part of our retirement planning. Jason White and Dan Tutrow have helped us tremendously - listening to our needs and concerns, offering excellent advice and options, and always returning calls and text messages in a timely manner. We appreciate being able to meet with them in person, as well, as we always come away more informed and knowledgeable. We highly recommend Dynamic Legacy Planning. They were instrumental in helping us retire well at an early age.
Dan and Jason are always very helpful and responsive when I need to engage them with questions or requests. I've been working with them now for 4+ years and appreciate their advice and guidance in both financial investments and legal matters. I highly recommend them to anyone who is looking for trustworthy advisors.
Jason & Dan are always extremely professional, polite & very helpful. Sound financial advice always explained very clearly.
Frequently asked questions about Dynamic Legacy Planning
How is Dynamic Legacy Planning rated?
Dynamic Legacy Planning has a 5 star rating with 7 reviews.
When is Dynamic Legacy Planning open?
Dynamic Legacy Planning is closed now. It will open on Monday at 8:30 a.m.