"Turning Your Retirement Dreams into Reality"
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Upcoming Office Move
Serving Council Bluffs Since 1999
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Financial Planning

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Investment Management

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Upcoming: Moving Office Location


We are moving just a few blocks down the street into the space formerly occupied by The Daily Nonpareil. Our new address will be 535 W. Broadway, Third Floor, Council Bluffs, 51503. We are targeting a move date in early-mid September.

We will provide additional details regarding the move as we get closer. Please feel free to contact our office with any questions you may have.


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

Medicare Prescription Drug Plan Seminar

We can show you how to save money with your Medicare prescription drug plan. Our next client event will be held on October 10, and will feature George Gillespie as our special speaker.  George is a counselor with the SHIIP (Senior Health Insurance Information Program) Office in Council Bluffs. Medicare’s annual open enrollment season is

Private Real Estate – Part 1

Video Transcript Hi folks. Ron Dickinson, Certified Financial Planner, CPA. I have a question for you: What’s included in your retirement portfolio? Most people would say, “Well, I have some stocks and I have some bonds.” In fact the universal answer for a retiree is 60 percent stocks, 40 percent bonds. So the next question

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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