Overview

Our goal is always to assist our clients to find the best opportunities available; whether it involves safe money accounts at banks, insurance companies or growth of their assets with an investment advisor. As a retirement educator and financial services provider, Dick Van Dyke is in a strategic position to look out for his client's best interest by recommending  an investment advisor that offers lower expense ratios with no loads or commissions. Dick does not sell commission or load based brokerage products. He believes that it is difficult for brokers or advisors to be objective in helping the client choose what is best if the advisor or stockbroker is influenced by selling various financial products for a commission.  Dick is independently insurance licensed to represent income, estate and wealth transfer financial vehicles. However, he has no obligation to a particular insurance institution. He makes a disclosure that these institutions are required by state law to compensate him directly. Considering this, Dick does retirement planning with no direct out of pocket expense to the client. Life insurance and annuities may offer secure retirement solutions however these financial vehicles are complex by design, and at times difficult to sort through all of the intricacies and information. We will assist you in making the best decision when it comes to finding financial vehicles that are safe, offer higher rates, great customer service and easy access to your money. We are a Financial Services Firm dedicated to building long term trust relationships by making a measurable difference in our client’s financial well being.

Bio

Dick Van Dyke is an author, retirement educator and has a nationally recognized financial practice. He is cited in numerous national publications and seen as a commentator on
major network news outlets. With more than thirty years of successful business and financial experience that he uses for the benefit of his clients. As a retirement educator, Dick conducts educational workshops for individuals and other advisors on the internet
or in a classroom setting, available exclusively by invitation. Recognized as an educator on retirement issues, Dick, utilizing his business, investing and financial experience, assists retirees with their concerns in retirement by helping them preserve assets
with growth and if needed an increasing income, while avoiding unnecessary estate and income taxation issues.

Overview

References

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Overview

Overview