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Financial Planning

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Tax Planning

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Investment Management

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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

Market Health Report – 2nd Quarter 2016

U.S. markets were floating in a narrow range for most of the quarter until June, when the relative calm in global stock markets came to an abrupt end. Upending most leading forecasts and taking world financial markets by surprise, the United Kingdom voted to leave the European Union on June 23. (The British common man

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?”

Advisory Council Update

Video Transcript Hi folks. This is Tom Sperling from the team here at Dickinson Investments. I wanted to take just a few moments to share with you about our Advisory Council. We met just recently, and Ron led us in a discussion whereby we asked five of our clients to come together for a couple

How to Enjoy Retirement without Stress

"18 Common Sense Rules for Enjoying Your Retirement"

18 Rules for Enjoying a Successful Retirement
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