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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, Dawn O’Brien founded Rev Up Your Wealth to provide genuine, heart-centered guidance. Our approach is grounded in empathy, transparency, and education, ensuring that our clients receive the support and knowledge they need to achieve their financial goals.
During my discussions with clients, I often noticed a common concern: many did not fully understand their portfolios or their retirement plans.
Too often my clients were unaware of when they could realistically retire, how much insurance coverage they required, their Financial Independence Number, or what strategies existed for managing taxes and navigating market conditions.
This realization led me to adopt an educational approach to financial guidance. I collaborate with multiple companies to ensure my clients are aware of their options and opportunities. My focus is not on promoting a specific product or agenda; rather, I dedicate myself to thorough research and due diligence, providing tailored solutions that best serve my clients’ needs. That’s why we work with multiple companies. Empowering clients with knowledge is a fundamental part of my mission.
We Do What's Best for You—Now and Always.
No jargon. Just simple, effective strategies.
Secure income that supports the life you’ve earned.
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.