30 Years Service In
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

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

Market Health Report – 3rd Quarter 2018

Third Quarter 2018 Key Takeaways Larger-cap US stocks hit new highs in late September and gained 7.7% for the quarter and over 10% for the year. S&P 500 operating earnings per share grew 27% year over year in the quarter – compared to their 6% long-term annualized growth rate. A record high 80% of S&P

Update Your Medicare Prescription Drug Plan by December 7

We can show you how to save money with your Medicare prescription drug plan. Our next client event will be held on September 27, 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

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.
Top