Dream Builders Financial Services

08/28/2026

Estate Planning is one of the most important - and often overlooked - steps in protecting your family's future.
At our recent Estate Planning workshop, we covered key topics including wills, trusts, power of attorney, and strategies for minimizing complications for loved ones down the road. Feel free to reach out if you'd like to discuss how these strategies apply to your own situation.

08/24/2026

USA vs. Jamaica at Newport Polo = and unforgettable afternoon with our clients. 🐎 Great match, great people, great memories. Thank you to everyone who joined us!

08/19/2026

A lot can shift in six months 📅 — a new job, a growing family, a change in what retirement actually looks like to you. Your financial plan should shift with it.

If your goals from January don't quite match where you are today, that's not a failure — it's just life. 🎯Let's update the plan to match.
Schedule Your Mid-Year Review
➡️ https://calendly.com/dreamnow/are-we-a-fit
https://www.dreambuilder-ri.com/mid-year-financial-check-in

That gap in between is where things quietly go off track — a portfolio that's drifted from its target, debt paid down in the wrong order, insurance that hasn't kept pace with your life, tax opportunities that closed while no one was looking. A mid-year checkup isn't about starting over. It's about...

07/31/2026

🌺🥂Bouquets & Bubbles was a night to remember!

Thank you to all the wonderful ladies who joined us at Circe Restaurant & Bar for an evening of bubbly, beautiful conversation, and beautiful summer bouquets from Buttercup the flower truck. Swipe through to relive the fun!📷👇🏽

We loved getting to connect with our clients (and their friends) outside of the "money talk" because at the end of the day, it's all about building relationships and helping each other bloom, in every sense of the word.

Missed this one? Don't worry - follow our page so you're the first to know about our next event!

07/28/2026

Quick question: when's the last time you actually looked at your insurance policies? 🤔

Life moves fast — new house, new job, growing family — and your coverage doesn't always keep up. A quick checkup can help you close gaps, cut overlaps, and make sure your loved ones are protected.

It only takes a few minutes, and it could make all the difference down the road.

👉 Get started today: https://www.dreambuilder-ri.com/life-insurance-not-for-those-who-die

07/15/2026

Summer's here — but is your financial plan keeping up?
☀️📊Now's a great time to check in: Are you hitting your goals? Is your emergency fund solid? Are your investments still lined up with what matters most to you?
Review your progress. Adjust your priorities. Finish 2026 stronger.
Reach out anytime — we're happy to help you map out the rest of the year!

05/28/2026

We’re proud to introduce Maria Prescod — “Medicare Maria,” Dream Builders’ in-house Licensed Medicare Broker. With 13 years of experience at the Social Security Administration, Maria helps clients sort through Medicare Advantage, Medigap, and Part D options and spot gaps like hospital indemnity and final expense protection. Complimentary reviews, in-person or virtual appointments, and multilingual support (Spanish, Portuguese, Cape Verdean Creole). Schedule your no-cost consultation today: https://calendly.com/dreamnow/social-security-assessment.

05/26/2026

🛡️ May is the perfect time to evaluate your retirement strategy! Are your investments aligned with your goals? Let’s craft a personalized plan together to secure your future.
🔗 https://www.dreambuilder-ri.com/insights/preparing-for-retirement-a-fresh-look-at-your-future
🌱 Schedule a retirement strategy session with us today!

It’s crucial to think about your future and what steps you need to take to ensure a comfortable retirement. With an increasing focus on longevity, working individuals nearing retirement must embrace a proactive approach to financial planning.

05/25/2026

Honoring the courage and sacrifice of those who served. Grateful for the freedoms we remember today. 🇺🇸

05/20/2026

🔒 Your legacy matters! This May, consider updating your estate plan to ensure your wishes are honored and your loved ones are protected. Let's ensure everything is in order!
🔗 https://www.dreambuilder-ri.com/insights/estate-planning-protect-what-matters-most
👉 Schedule your consultation with our experts today!

Estate planning isn’t just for the wealthy — it’s how families of every size make sure their wishes are honored, children are cared for, and assets transfer smoothly.