"Turning Your Retirement Dreams into Reality"
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Serving Council Bluffs Since 1999
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Financial 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

Estate Planning: Fulfilling Your Legacy

We invite you to attend our client seminar to hear Attorney Jennifer Carlson. You may attend either the 2:00 pm session or the 7:00 pm session on Tuesday, May 14 at our offices at 533 S. Main St. in Council Bluffs. Mrs. Carlson will be addressing the following topics in this seminar: The importance of

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

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 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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