Today’s retirement is different.
Navigating today's complex financial landscape presents unique opportunities for high-net-worth individuals planning for retirement. At The Dickerson Group, we turn challenges into triumphs with tailored strategies designed for the modern era. Our expert advisors help you harness the evolving market, optimize tax efficiencies, and ensure your wealth is preserved and transferred smoothly.
Get Started In
three Easy Steps
Plan
Plan
Our expert advisors work closely with you to assess your current financial situation, identify opportunities, and develop a comprehensive strategy that aligns with your aspirations.
Protect
Protect
Our experienced advisors analyze your financial situation and identify opportunities to minimize tax liabilities, ensuring that more of your assets are preserved for your future goals.
Provide
Provide
Our services can significantly enhance the impact of individuals' charitable endeavors and their ability to provide for loved ones.
INSTANT DOWNLOAD
PLANNED GIVING
Check out this twelve-page guide about optimizing tax benefits through planned giving.
This guide outlines tax-efficient charitable giving strategies, including split-interest gifts and charitable trusts. It provides insights into optimizing tax benefits while supporting charitable causes.
MEET THE
DICKERSONS
At The Dickerson Group, family is at the heart of everything we do. Founded by brothers Marcus and Jason Dickerson, our firm embodies the values of trust, integrity, and dedication that come from a strong family bond. With a shared vision and complementary expertise, they established The Dickerson Group to provide personalized, high-quality financial planning services. Their journey began when they witnessed their own family's struggle with wealth management. Determined to help others avoid similar challenges, they made it their mission to assist high-net-worth individuals in growing, protecting, and passing on their wealth. Trust our family to take care of yours, ensuring your legacy is preserved for generations to come.