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dawn@lc.dawnobrien.com
+1 844-651-7604
DISCUSS YOUR FINANCIAL GOALS TODAY
© Rev Up Your Wealth
dawn@lc.dawnobrien.com
DISCUSS YOUR FINANCIAL GOALS TODAY
After more than two decades in the finance industry, I founded Rev Up Your Wealth & Co. with a simple yet deeply personal mission: to offer genuine, heart-centered guidance in an industry that too often feels confusing, transactional, or intimidating.
My work has always been grounded in empathy, transparency, and education. Over the years, through countless conversations with clients, I began to notice a consistent—and deeply concerning—pattern. Many people didn’t truly understand their portfolios or their retirement plans. They weren’t sure when they could realistically retire, how much insurance coverage they actually needed, what their Financial Independence Number was, or how taxes and market conditions could impact their future.
These weren’t careless individuals. They were hardworking, responsible people who had simply never been given clarity.
That realization fundamentally changed how I approached my work.
I chose an educational model of financial guidance—one rooted in collaboration, research, and empowerment. I work with multiple companies because my focus has never been about promoting a single product or agenda. It’s about due diligence. It’s about ensuring clients truly understand their options so they can make informed decisions that serve their lives, not just their finances.
Empowering people with knowledge has always been central to my mission.
But in recent years—especially throughout 2025—my vision expanded.
Through meaningful conversations, lived experiences, and working alongside purpose-driven leaders and clients, I came to understand that empowerment doesn’t stop with money. Finances are an important tool—but they are only one piece of a much bigger picture.
I’ve seen how broken systems, lack of education, and outdated paths leave people feeling stuck—sometimes well into their 60s and beyond. I’ve witnessed the emotional weight that comes from not having options, clarity, or choice at the very stages of life when freedom should be possible.
That’s why, in 2026, my mission is broader—and bolder.
Rev Up Your Wealth & Co. is about empowering people to think differently, challenge systems that no longer serve them, and design lives rooted in intention, purpose, and legacy. Financial strategies remain a core part of the work—but they are now part of a deeper commitment to human empowerment.
This is about more than retirement planning.
It’s about clarity.
It’s about choice.
It’s about creating options at every stage of life.
And it’s about walking alongside people who are ready to build something more aligned—for themselves, and for the impact they want to leave behind.
Rev Up Your Wealth & Co. was founded on the belief that people deserve clarity, choice, and confidence when it comes to their lives—not just their money. What began as a mission for financial empowerment has evolved into something much bigger. Through lived experience, meaningful conversations, and years of working alongside purpose-driven individuals, my vision has expanded to focus on empowering people to think differently, challenge broken systems, and build lives rooted in intention and legacy.
This is about more than wealth. It’s about freedom, purpose, and creating options—at every stage of life. If you’re here, you’re not just looking for information. You’re looking for alignment. And you’re exactly where you’re meant to be.
— Founder, Rev Up Your Wealth & Co.
Protect and Grow Your Savings, Without Market Losses.
Tap Into Your Life Insurance Benefits—While You're Still Alive.
Ensure Loved Ones Aren’t Left with Financial Stress.
Enjoy Retirement Income Without the Tax Hit.
After seeing countless people struggle with uncertainty, I dedicated myself to transforming retirement planning. My mission? To give you clarity, security, and confidence so you can enjoy guaranteed lifetime income. Everyone deserves retirement filled with dreams—not doubts.
We’re not looking for everyone.
We’re calling in purpose-driven individuals who believe in empowering others, thinking differently, and building something meaningful.
If you value education, integrity, and impact—and feel called to help people gain clarity and confidence—there may be a place for you here.
This isn’t about fitting into a system.
It’s about creating something better—together.
I help individuals and business owners optimize taxes. What most people don't understand is that proper education is the key. Many believe that math equals money, but that’s not the case. Too often, individuals feel pressured to chase high rates of return. The real question is: should you focus on maximizing returns, or should you be prioritizing guaranteed income for a secure retirement?
Indexed annuities are retirement products designed to safely grow your savings. You enjoy growth linked to market performance, without the risk of losing your principal—even in a market crash. They’re ideal if you seek guaranteed lifetime income and peace of mind.
My strategies are ideal if you're nearing retirement, seeking protection from market risk, and want reliable income for life. If you're tired of market uncertainty and confusing financial jargon, I’m here to simplify your path to retirement.
Yes, your initial 30-minute consultation is completely free—no strings attached. It’s simply a chance for us to get to know each other, discuss your goals, and explore if my strategies align with your vision for retirement.
Yes, I recommend and offer products such as indexed annuities, life insurance with living benefits, and final expense insurance—solutions carefully selected to safeguard your retirement. My advice is personalized, transparent, and aligned with your best interests.
Yes. While indexed annuities are designed for long-term stability, most allow partial withdrawals each year without penalties. I’ll help you choose the right annuity to balance your need for growth, safety, and liquidity.
"Tax-free retirement" refers to using specific insurance products designed under IRS guidelines to create income streams that aren’t taxed as ordinary income. It’s a powerful way to protect your savings from future tax hikes and keep more of your hard-earned money.
Most financial institutions emphasize traditional approaches like 401(k)s and IRAs. My strategies include indexed strategies that the banks and wealthy have utilized for decades. A financial professional will show you how an average return compares to an actual return.
No. With an indexed annuity, your money isn't directly invested in the market, so if the market goes down, your principal stays protected. You won't earn interest during those downturns, but importantly, you won’t lose any of your hard-earned money. It’s a way to participate in market gains without risking your nest egg when things get rocky.
Rule #1: Never lose money.
Rule #2: Never forget Rule #1.
Buffett emphasizes protecting your investments from significant losses as the key to long-term financial success. This aligns perfectly with our philosophy at Rev Up Your Wealth—prioritizing safe, steady growth without risking your nest egg to volatile markets.