financial-planning-icon

Financial Planning

Learn More
tax-planning-icon

Tax Planning

Learn More
investment-management-icon

Investment Management

Learn More

How to Select Your Financial Planner

Ron Dickinson shares four key principles for selecting a financial planner

  1. Trust and transparency with your advisor so you are comfortable sharing your life stories
  2. Broad base of knowledge - experience coupled with the ability to look at various approaches to solving problems across disciplines
  3. Strong convictions that hold to a core philosophy rather than shifting with every change in the market
  4. Disciplined with personal success while retaining humility

Featured Blog Posts

Taxes and Your Long-Term Planning

Video Transcript Hi folks. Dave Piatkowski here with Dickinson Investments. We are in the heart of tax season and with that, I just want to talk briefly about short-term versus long-term planning. Typically during this time of year, I meet with clients and if it’s shortly after their tax meeting with their CPA, in most

Tax Planning and Your Investments

Video Transcript Hi folks. Ron Dickinson, Certified Financial Planner® and CPA. Today I would like to talk to you about taxes… I can see that I lost about half of you already. I mean taxes are boring, right? I agree except for a few of us tax nerds that really enjoy it. Tax strategies aren’t that

Dickinson Services

Video Transcript Hi. This is Dave Piatkowski with Dickinson Investments. I just want to take a few minutes of your time today to explain a few of the services we provide here at Dickinson Investments. In recent months at various social gatherings, people have often asked me, “Hey, what do you do for a living?”

How to Enjoy Retirement without Stress

"18 Common Sense Rules for Enjoying Your Retirement"

18 Rules for Enjoying a Successful Retirement
*Instant delivery of chapter.
Get free book sent to you.
Top