Introducing a smart way to invest your money
Get accessible and personalized investment strategies from David Dick Financial
Our Services
Retirement Planning
Retirement planning consists of understanding how much money we need to retire, and how to make that possible.
401k Rollovers
Rollovers happen when we discontinue work with an employer, but want access and control over our retirement account.
Wealth Management
Understanding how you can increase your wealth through investing.
Comprehensive Financial Plans
Full financial overview and review of all Investments, Retirement accounts, Insurance policies, Family cashflows, Descripted goals with financial plans to achieve goals “IN DETAIL”.
Life Insurance
Everyone needs life insurance. Do you have life insurance, or do you need to increase your coverage?
Health Insurance
Company group health insurance plans and Individual/Family insurance plans.