Plan. Protect. Retire.

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We are premium asset wealth managers with extensive investment and portfolio management experience and expertise, specializing in high and ultra-high net worth, and small business owners.

Readying for retirement
shouldn’t be a burden.

Meet with us

We work studiously to put you at ease about your financial future —
so you can fully enjoy life’s most fulfilling chapter.

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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.

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Get Started In

three Easy Steps

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Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

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Evaluate

We’ll examine your current financial situation and determine your retirement needs.

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Plan

Receive a custom strategy to help you reach your unique retirement goals.

Get started
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PLANNED GIVING

Check out this twelve-page guide about optimizing tax benefits through planned giving.

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OUR

TEAM

marcus-dicerson

MARCUS DICKERSON

Accredited Asset
Management Specialist® (AAMS®)

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jasondicerson

JASON DICKERSON

Accredited Investment Fiduciary (AIF®),
Accredited Wealth Management Advisor (AWMA®)

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