Dream Builders Financial Services

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Dream Builders Financial Services You are unique and a plan for your life and retirement should be also.

We specialize in assisting business owners, professional women and financial stewards realize their dreams and get a return on life so they can leave more confidently, build wealth, and leave a legacy. We create a plan that includes all the moving parts of your life, creating a retirement plan out of the bucket of money you have. Contact us and let us show you how our Life-Centered Planning can do for your financial future.

ICYMI: The replay is here! 📻 Our President & CEO, Danny Bullock, joined The Civic Plug on The Juice 95.1 FM for The Mone...
10/28/2026

ICYMI: The replay is here! 📻 Our President & CEO, Danny Bullock, joined The Civic Plug on The Juice 95.1 FM for The Money Reset, sharing strategies to help families build financial stability one step at a time. Thank you to The Civic Plug team for a great conversation about financial empowerment in our community.

🎧 Listen to the full replay: https://vimeo.com/1240318688?fl=ip&fe=ec&share=copy

HSA or FSA? They sound alike, but they work differently. 💡 Our free handout breaks down the difference in plain English,...
10/22/2026

HSA or FSA? They sound alike, but they work differently. 💡 Our free handout breaks down the difference in plain English, especially if you’re nearing Medicare. Download it, then schedule a time to see how it fits your situation: https://www.dreambuilder-ri.com/medicare-annual-enrollment

Download free Medicare handouts from Medicare Mondays with Maria. Explore enrollment checklists, key deadlines, coverage options, and helpful planning tips.

Are your doctors still covered? Are your prescriptions? What will you actually pay? 🤔 Our free handout gives you 5 quest...
10/19/2026

Are your doctors still covered? Are your prescriptions? What will you actually pay? 🤔 Our free handout gives you 5 questions to ask before you renew or switch. Download it, then schedule a time to talk it through with Maria Prescod: https://www.dreambuilder-ri.com/medicare-annual-enrollment

Download free Medicare handouts from Medicare Mondays with Maria. Explore enrollment checklists, key deadlines, coverage options, and helpful planning tips.

AEP is officially open! 🗓️ From now through December 7, you can review your Medicare coverage and make changes for 2027....
10/15/2026

AEP is officially open! 🗓️ From now through December 7, you can review your Medicare coverage and make changes for 2027. Not sure where to start? Grab our free Annual Enrollment Checklist, then book a time with Maria Prescod to go over it.
🔗 https://www.dreambuilder-ri.com/medicare-annual-enrollment

Download free Medicare handouts from Medicare Mondays with Maria. Explore enrollment checklists, key deadlines, coverage options, and helpful planning tips.

📻 Our President, Danny Bullock, is heading to the airwaves! Tune in to The Juice 95.1 FM this Saturday, October 17th, fr...
10/14/2026

📻 Our President, Danny Bullock, is heading to the airwaves! Tune in to The Juice 95.1 FM this Saturday, October 17th, from 9:00 to 10:00 a.m. for The Money Reset: Building Financial Stability One Step at a Time. Danny will share strategies to help families strengthen their financial position. Mark your calendar and share with friends and family!

September is Life Insurance Awareness Month. If you've never really looked into what life insurance can do beyond the ba...
09/23/2026

September is Life Insurance Awareness Month. If you've never really looked into what life insurance can do beyond the basics, this is worth five minutes. 👉🏽

September is Life Insurance Awareness Month — a good time to rethink what life insurance actually does. Most people think of it as a payout after death. In reality, it can be one of the most flexible tools in a financial plan: building cash value you can access during your lifetime, transferring w...

We put together a few short reads for Life Insurance Awareness Month — on what life insurance really does, who it's for,...
09/21/2026

We put together a few short reads for Life Insurance Awareness Month — on what life insurance really does, who it's for, and why it might matter more than you think. 🌿
👉🏽 https://www.dreambuilder-ri.com/life-insurance-awareness-month

September is Life Insurance Awareness Month — a good time to rethink what life insurance actually does. Most people think of it as a payout after death. In reality, it can be one of the most flexible tools in a financial plan: building cash value you can access during your lifetime, transferring w...

Life insurance isn't for those who die. It's for those who live. 🌿 Permanent life insurance can build cash value you can...
09/17/2026

Life insurance isn't for those who die. It's for those who live. 🌿 Permanent life insurance can build cash value you can access during your lifetime — for retirement income, opportunities, or peace of mind. This Life Insurance Awareness Month, let's talk about what it could do for you and the generations after you.
👉🏽 Learn more: https://www.dreambuilder-ri.com/life-insurance-awareness-month

September is Life Insurance Awareness Month — a good time to rethink what life insurance actually does. Most people think of it as a payout after death. In reality, it can be one of the most flexible tools in a financial plan: building cash value you can access during your lifetime, transferring w...

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!

Address

1345 Jefferson Boulevard, Ste 1E
Warwick, RI
02886

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14012416693

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