Robert M. Dick, Financial Advisor

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United States
Minot, ND
Robert M. Dick, Financial Advisor

Helping you achieve your goals for life. I'm a CFP® practitioner and have over 25 years experience in financial planning. We believe in . . .

I specialize in retirement planning, asset allocation, social security planning, 401(k) and IRA education and income planning. My clients include business owners, divorced or divorcing, families with life-changing wealth, retirees, pre-retirees or those searching for a second opinion. Listening to you to understand your family's priorities and goals for the long term. Here is the foundation for ev

erything that follows. Helping you tackle market volatility and economic jolts with an up-to-date financial plan. Without a plan you are going into retirement blind. Building sound financial decisions on Strategic Asset Allocation. The key is to rely on facts and careful research, not on emotions. Taking the initiative with active investment management. Taking the initiative calls for dealing with opportunities and risks through Tactical Asset Management.

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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

11/14/2019

Wealth transfers are often complicated, but yours doesn't have to be. Here are some tips to make certain that your family wealth is properly distributed through generations: https://go.rjf.com/2NHCub2 .

11/11/2019

From your credit score to your cholesterol, here are some numbers you should know as well as you know you bank PIN: https://go.rjf.com/2Nw2N3Y .

10/10/2019

Can a recession be forecasted? We have only had 11 recessions since World War II (and just three in the past 37 years) but with an ever-evolving economy, predictions can be tricky: https://go.rjf.com/2M8Rg8W .

06/27/2019

With the 4th of July coming up next week, here are some ways you can stop to enjoy the little things in life, and savor special moments. https://go.rjf.com/2JcNkT9 .

06/03/2019

When volatility hits, keep a cool head and consider taking advantage of these potential opportunities. https://go.rjf.com/2WffDJP .

05/17/2019

Once you reach retirement, it's important to stay connected with others. Find out how technology can help you keep those doors open: https://go.rjf.com/2YvF3j0 .

04/25/2019

There are several approaches to consider when it comes to rebalancing your portfolio: https://go.rjf.com/2GpOoBG .

04/11/2019

Social Security is complicated. We have the resources to help you navigate the twists and turns: https://go.rjf.com/2U3PpUG .

03/28/2019

Sometimes, things don't always go according to plan. Review a list of retirement plan blind spots and how to correct them: https://go.rjf.com/2uwmbn4 .

03/25/2019

"71% of Americans have not saved enough to live well into their 70s and 80s." With people living longer, effective retirement planning is more important than ever. https://go.rjf.com/2U5EKNn .

03/18/2019

Find out how to protect yourself and your family members from tax fraud: https://go.rjf.com/2TFvVKM .

03/11/2019

"Making a thoughtful, informed selection when it comes to your beneficiaries can save time, frustration, and even money." Here are 7 things to consider: https://go.rjf.com/2EKOhzG

Address

2900 10th Street SW, Ste C
Minot, ND
58701

Telephone

+17018523090

Website

http://www.minotfinancialplanning.com/

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