Financial Planning Services

Money touches everything — your home, your family, your future. We help you prepare for life’s milestones, protect against surprises, and move forward with confidence.
Most people seeking guidance aren’t looking for a pitch. They’re asking real questions:

How much should I be saving each month?

Can I afford to pay for a wedding, college, or other big life event?

What’s the best way to pay off my mortgage?

Am I investing too aggressively — or not enough?

How do I prepare for unexpected costs, like long-term care?

At Dynametrics, we start with what matters most to you — your goals, your priorities, and the life you want to create. That’s how we provide guidance that truly makes a difference.
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The 6 Areas of  Planning

Every strong financial plan rests on six pillars. We focus on each one so you can move forward with clarity and confidence.

Financial Wellness

Simplify decisions, manage cash flow wisely, and stay on track with your goals.

Portfolio Management

Build and adjust investments that grow steadily while protecting what matters most.

Asset Protection

Put safeguards in place to protect your family, income, and future security.

Strategic Planning

Create a roadmap that anticipates challenges and supports your life vision.

Retirement Income

Turn savings into reliable income so your lifestyle lasts throughout retirement.

Lunch & Learns

Engaging sessions that make financial topics simple and easy to apply.
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Built Around You — Not the Market

We believe financial planning should start with your goals, not Wall Street’s.
That means:

Based in St. Petersburg, FL

Serving clients nationwide via virtual meetings

One-on-one support

One-on-one support, never a call center

Fiduciary commitment

Always acting in your best interest
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Ready to Secure Your
Financial Future?

Let’s create a plan that puts you in control of your finances — and your future.

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At Dynametrics, we help you align your finances with the life you want to live — protecting your wealth, supporting your goals, and giving you lasting peace of mind.

Advisory services offered through Portfolio Medics.

Views expressed by Dynametrics Financial & Tillie Allison are theirs alone and are not affiliated with Portfolio Medics. This material is for informational purposes only and does not constitute advice, an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different types of investments involve varying degrees of risk, and there is no assurance that any specific investment will be suitable or profitable for your portfolio. All investment strategies involve the potential for profit or loss, and past performance is not a guarantee of future results. Economic factors, market conditions, and strategies will affect performance, and there is no assurance that any portfolio will match or outperform any benchmark. The investments discussed do not represent all securities purchased, sold, or recommended for clients. Information provided is derived from sources believed to be reliable, but its accuracy and completeness cannot be guaranteed.