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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

Private Real Estate, Part 2

Video Transcript Hey folks, Ron Dickinson here at Dickinson Investment Advisors. Just earlier this year, I put out a video on investing in private real estate and why I like it. It has attracted a lot of attention, so I want to give you some follow-up about what we’ve been doing. Alternative investments include real

You are invited to our Christmas party!

Please join us at our Christmas Open Open for some light hor d’oeuvres, wine tasting, and good conversation with our team. This event will be on Thursday, December 8 at 4:00-6:00 pm at our office at 533 S. Main St. in downtown Council Bluffs. Feel free to invite a guest to come along with you.

Retirement Blind Spots

Video Transcript Hi. This is Dave Piatkowski with Dickinson Investments. I would just like to take the time today to share with you a few retirement blind spots. These are things that over the years that people that I’ve had the good fortune to work with have either forgotten that we’ve discussed or just are

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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