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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

Our Approach as Retirement Investment Advisors

We don’t buy and forget. We want you to understand the steps that we take so that our “buy and hold” strategy for long-term investing does not turn into “buy and forget.” The mission of our firm incorporates a focus on “proven, time-tested investment solutions.”  Such solutions for our clients include a proactive approach to research

Avoiding Financial Planning “Surprises” – Part 2

Video Transcript Hi folks, Dave Piatkowski with Dickinson Investments. This is a follow-up blog regarding financial planning. I run most of our financial plans here at Dickinson Investments. I’ve got three more items that are on the list of things that people forget to think about – or don’t think about in the right context

Avoiding Financial Planning “Surprises” – Part 1

? Video Transcript Hi folks, Dave Piatkowski with Dickinson Investments. I run most of our financial plans here with our financial planning software. I’d like to take the time with you today to go over three quick things that I see that tend to be pitfalls for folks in retirement. 1. Over-helping family. Who doesn’t

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.
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