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Serving Council Bluffs Since 1999
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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

You Are Invited to Our Forecast 2020 Seminar

We invite you to attend our Forecast 2020 seminar on January 30. Ron and Dave will be presenting our analysis of market trends for this year and how our investment processes serve to help our clients reach their goals in retirement. This seminar will be on Thursday, January 30 at our new office location (535

Our 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?”

Year-End Tax Planning for 2019

As we move closer to year-end, we start to focus on what we can do to optimize our clients’ tax situations and minimize their taxable income where possible. This tax planning is an important part of how we assist clients in building and preserving wealth. Below are a few of the planning techniques we consider

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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