"Turning Your Retirement Dreams into Reality"
712-256-4856
Serving Council Bluffs Since 1999
Council Bluffs
Investing in the Future
Retirement Checklist
Nature
Financial Stewardship
Nature
Meet the Team
previous arrow
next arrow
Slider
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

To Look or Not to Look? That is the Question

Have you looked at your account statements over the past few months? In this blog I discuss several reasons why a lot of folks have avoided taking a close look at their personal finances lately and what choices they have going forward. Reasons not to look • According to Maslow’s hierarchy of needs, your primary

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?”

How To Protect Yourself From Scams

Amid an uncertain and vulnerable economic climate, we want to make sure you are informed and protected now more than ever. Top Scams For You To Be Aware Of IRS impersonators – In 2019, over 2.4 million Americans fell victim to fake IRS demands for money, costing a collective $72.8 million. Scammers use fear and

How to Enjoy Retirement without Stress

"18 Common Sense Rules for Enjoying Your Retirement"

18 Rules for Enjoying a Successful Retirement
  • This field is for validation purposes and should be left unchanged.
*Instant delivery of chapter.
Get free book sent to you.
Top

DICKINSON INVESTMENT ADVISORS

You will now be redirected to our calendar scheduling software
on a third party website.

DICKINSON INVESTMENT ADVISORS

You will now be redirected to our portal login on a third-party website.

DICKINSON INVESTMENT ADVISORS

You will now be redirected to our Risk Analysis tool on a third-party website.