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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

Money Talks at Family Gatherings

To talk about money or not? I’ve got some choices to make about talks with my extended family when we’re together on holidays and other special occasions. Since both of my parents have passed away, family gatherings have a different atmosphere these days. When my brothers and I meet together, we tend to reminisce about

You Are Invited To Our Christmas Open House

Please join us for some light hors d’oeuvres, wine tasting, and good conversation with our team. Our Christmas Open House will be on Tuesday, December 4 at 4:00-6:00 pm at the Council Bluffs Public Library located at 400 Willow Avenue. We encourage you to invite a guest to come along with you as well to

Have You Been Impacted by the Layoffs at Union Pacific?

  Union Pacific has announced plans for layoffs before the end of the year. 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

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.
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