Financial Planning

in today’s challenging economic climate can be rewarding especially if you are receiving objective and up to date advice.

As an author, retirement educator and president of a financial services corporation, Dick Van Dyke is in a strategic position to look out for your best interest by recommending investment advisers that can offer lower expense ratios with no loads or commissions. Dick does not sell commission or load based brokerage products. He believes that it is difficult for brokers or advisors to be objective in helping the client choose what is best if the advisor or stockbroker is influenced by selling securities for a commission. Considering this, Dick gives advice on who to consider for your investments and offers financial services as the quarterback if you will.

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.

“Procrastination is your biggest enemy. Taking initial steps toward your goal can be the beginning of a financially rewarding future”.