Plan. Protect. Retire.
At The Dickerson Group, we focus on tax reduction strategies and tailored financial planning to help high-net-worth individuals and business owners grow, preserve and transfer their wealth efficiently.
Today’s retirement is different.
It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.
Get Started In
three Easy Steps
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
We’ll examine your current financial situation and determine your retirement needs.
Plan
Receive a custom strategy to help you reach your unique retirement goals.
INSTANT DOWNLOAD
PLANNED GIVING
Check out this twelve-page guide about optimizing tax benefits through planned giving.
OUR
TEAM
MARCUS DICKERSON
Accredited Asset
Management Specialist® (AAMS®)
JASON DICKERSON
Accredited Investment Fiduciary (AIF®),
Accredited Wealth Management Advisor (AWMA®)