Maximize Your Wealth Tailored Tax and Financial Planning

The Dickerson Group offers specialized tax reduction strategies and financial planning to help high-net-worth individuals and business owners grow, preserve, and transfer their wealth efficiently. Our team provides expert insights and tools to protect and maximize your legacy for future generations.

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.

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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

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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.

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