Council Bluffs

30 YEARS OF SERVICE IN

Investing in the Future

CHECK RISK SCORE

18 Point Retirement Checklist

GET CHECKLIST

Financial Stewardship

LEARN MORE

Meet the Team

LEARN MORE

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

Identity Theft: Are You Feeling Exposed?

Equifax (one of three consumer credit reporting agencies) recently experienced a data breach/hack that potentially affects 143 million U.S. customers. Since they gather information about you without any effort on your part, your personal information may have been stolen no matter how careful you’ve been. In today’s world, using a credit card is almost a

The One Document You Absolutely Can’t Do Without

When I was a young man, I would occasionally have something bad happen to me. Maybe it was locking my keys in the car. I would circle around the car in frustration praying that maybe one of the doors wasn’t locked. After the first trip around the car, the facts weren’t going to change, but I

Will You Be Impacted by the U.P. Buyout/Layoffs?

  Union Pacific has announced a buyout and layoffs this week. Watch my 45-second video to learn more. If you need help in making a decision about your retirement benefits, we can help. We’ve helped many U.P. employees over the years with their tax, investment, and financial planning. Give us a call at 712-256-4856 to

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