Making Your Future a Success

We take a holistic approach to financial planning, focusing on growing and preserving your wealth while protecting your assets. Our services include custom wealth management and investment strategies to build and diversify portfolios; retirement planning for secure futures; estate planning to safeguard legacies; and integrated insurance solutions such as Indexed Universal Life (IUL) for tax-advantaged growth, mortgage protection life insurance, whole and term life policies, health insurance, annuities for income stability, and more. We blend investments, protection, and planning to create comprehensive strategies tailored to your goals.

Getting started is straightforward- email us at info@thedicksonfinancialgroup.com or use our contact form to book a complimentary consultation. We'll assess your financial landscape, from investments and asset protection to insurance needs like IULs or annuities, and craft a personalized plan.

We are licensed to provide financial and insurance services in California, Oregon, Arizona, Washington, New Jersey, Michigan, and Ohio. If you're outside these states, contact info@thedicksonfinancialgroup.com to discuss options or receive referrals to trusted professionals.

Our holistic philosophy sets us apart: we integrate investment strategies for wealth growth, asset preservation techniques, and protective insurance products—like IULs for accumulation and mortgage protection for security—into unified plans. With a client-first mindset and decades of experience, we deliver transparent, innovative advice that empowers long-term financial success without silos.

For investment and wealth management services, we use a transparent fee-based model, often a percentage of assets under management or flat fees. Insurance products, such as life policies and annuities, involve commissions from carriers, not the client, and all recommendations prioritize your interests. We'll outline everything clearly in your initial consultation, ensuring no surprises.

 Yes, we uphold the highest security standards, including data encryption and adherence to privacy laws like the California Consumer Privacy Act (CCPA), Gramm-Leach-Bliley Act (GLBA), and HIPAA for health-related info. Our Privacy Policy details how we protect your investment, insurance, and personal data.

Absolutely. We provide secure virtual meetings to cover your full financial needs, from investment portfolios and wealth preservation to insurance solutions like mortgage protection or health coverage, making it accessible for clients in our licensed states.

Yes, subscribe easily on our site. You'll get curated insights on wealth growth, investment trends, asset protection strategies, insurance updates (e.g., IUL benefits or annuity options), and market analysis—delivered thoughtfully and infrequently to add real value, with simple unsubscribe options.

We're here to help with any inquiries on investments, insurance, or holistic planning. Email info@thedicksonfinancialgroup.com for a timely, tailored response.