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Retirement Answers Disclosure:
Dick Van Dyke in 2009 was Registered as an Investment Advisor and President of Dick Van Dyke Financial, Ltd. offering, financial planning, investment services, insurance, estate and advanced tax planning. Dick ended his registration as an investment advisor on securities investments in December of 2011 preferring to refer clients to an investment advisor for securities thus avoiding conflicts of interest and the burden of increasing regulatory requirements imposed on the securities industry by the new “Dodd, Frank” legislation. This decision allowed Dick more time to focus on the relevant financial service needs of his clients.
Questions in ”The Retirment Answers Videos” were chosen from actual questions asked by clients or prospective clients. Questions names and details were altered for privacy and educational purposes. These videos were produced and aired on WICS Channel 20 an ABC affiliate in 2009 when Dick Van Dyke was registered as an Investment Advisor with the state of Illinois. Contact us if you have any questions. Activities, events, and relevancy of answers are always subject to changing conditions. Nothing on Financial Answers is individual legal, tax or investment advice everyone’s situation is different and individual professional assistance is advised.
Website Terms of USE:
Dick Van Dyke Author, Retirement Educator, and Financial Services Provider, will assist you as an Independent Agent having no obligation to represent a particular product or company. Dick is insurance licensed to represent annuity and estate transfer products. He is neither an attorney nor an accountant and in no way offers tax or legal advice. Obtaining the services of an accountant and an attorney may be in your best interest if you have not done so already. Your securities, annuities, pensions, and bank deposits are all subject to varying degrees of risk exposure. In this disclosure “DickVanDykeFinancial.com” or DVDFinancial.com or “we” refers to DVDFinancial.com and Dick Van Dyke Financial, Ltd. and prior to December of 2011 during the time Dick was functioning as Dick Van Dyke Registered Investment Advisor. Instances of the word “you” refer to a visitor to this website who, by using our online services, agrees to these terms of use as aforementioned and as follows.
DVDFinancial.com does not offer online individual investment advice. This site is published with the understanding that the publisher is not engaged in rendering legal, tax, or online investment services. Since each individual’s situation is unique, a qualified professional should be consulted before making financial decisions. This site is for conceptual and educational purposes only. All financial products (CDs, Money Markets, Annuities, Stocks, Bonds, & Other Securities) have varying degrees of risk exposure.
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