Midwestern Values…

Dick Van Dyke is an author and a nationally recognized retirement educator. 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 life 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 by invitation.

Recognized as an educator on retirement issues, Dick, utilizing his business, and financial services experience, assists retirees with their concerns in retirement by helping them preserve assets with growth and an increasing income, while  avoiding unnecessary estate and income taxation issues.

Dick encourages objectives for the long term with younger individuals and for his clients that are in or near retirement he advises them to avoid excessive risk exposure by using “Gain and Retain” strategies.

It is true, Dick is not a stock broker and sells no brokerage products since he refuses to offer securities that are sold on a commission basis. By recommending investment advisors that use a fee based platform, the advice or investment management you receive can be more objective and tailored to your need.

Dick is also 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 so their is no direct out of pocket expense to his clients.