What distinguishes Ron Dickinson from other financial advisors?
- As a CPA, he integrates tax guidance together with retirement planning and investment management.
- As a Certified Financial Planner®, he places a premium on financial planning with people before he makes recommendations about their particular investments.
- He offers to clients a choice between two service models: “Supervised Portfolios” and “Tailored Relationship Services.”
- He offers direct investment in real estate properties for higher net worth clients.
- He wrote his own book to teach his unique approach to retirement planning.