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        • Bundling Your Insurance Can Save You Big!
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  • Home
  • Quotes
    • Personal Quotes >
      • Property Quotes >
        • Home Insurance Quote
        • Renters Insurance Quote
        • Flood Insurance Quote
        • Earthquake Insurance Quote
        • Landlords Insurance Quote
      • Auto Quotes >
        • Auto Insurance Quote
        • ATV Insurance Quote
        • Classic Car Insurance Quote
        • Motorcycle Quote
        • Roadside Assistance Quote
        • RV Insurance Quote
        • Trucking Insurance Quote
      • Life & Financial Quotes >
        • Life Insurance Quote
        • Disability Insurance Quote
        • Final Expense Insurance Quote
      • Health Quotes >
        • Individual Health Insurance Quote
        • Group Health Insurance Quote
        • Critical Illness Insurance Quote
        • Dental Insurance Quote
        • Long Term Care Insurance Quote
        • Medicare Supplement Coverage Quote
        • Vision Insurance Quote
      • Other Quotes >
        • Boat Insurance Quote
        • Event Insurance Quote
        • Umbrella Insurance Quote
        • Travel Insurance Quote
        • Wedding Insurance Quote
    • Commercial Quotes >
      • Business Insurance Quote
      • Business Owners Package (BOP) Insurance Quote
      • Group Health Insurance Quote
      • Insurance Bond Quote
      • Workers Compensation Quote
  • Service
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Contact My Carrier
    • Online Documents
    • Free Consultation
    • Dickerson & Co. Commercial & Resident Flood Coverage
  • Insurance
    • Personal Lines >
      • Property >
        • Flood Insurance
        • Home Insurance
        • Earthquake Insurance
        • Landlords Insurance
        • Renters Insurance
      • Vehicles >
        • Auto Insurance
        • ATV Insurance
        • Classic Car Insurance
        • Motorcycle Insurance
        • Roadside Assistance
        • RV Insurance
        • Trucking Insurance
      • Life/Financial >
        • Life Insurance
        • Disability Insurance
        • Final Expense Insurance
        • Financial Planning
      • Health >
        • Individual Health Insurance
        • Critical Illness Insurance
        • Dental Insurance
        • Long Term Care Insurance
        • Medicare Supplement Coverage
        • Vision Insurance
      • Other >
        • Boat Insurance
        • Event Insurance
        • Travel Insurance
        • Umbrella Insurance
        • Wedding Insurance
    • Commercial Lines >
      • Business Insurance
      • Business Owners Package (BOP) Insurance
      • Group Health Benefits
      • Insurance Bonds
      • Workers Compensation
  • About
    • Staff Directory
    • Client Testimonials
    • Refer a Friend
    • Insurance Carriers
    • Agency Photo Gallery
    • Blog
    • News
  • Videos
    • Personal Lines >
      • Homeowners >
        • Homeowners Insurance Made Easy
        • How to Save Money on Your Homeowners Insurance
        • Whats Not Included in a Standard Homeowner's Policy
        • Condos Insurance Made Easy
        • Renters Insurance Made Easy
        • The Importance of a Home Inventory Checklist
        • Protect Your Rental Property & Income with Landlord Insurance
        • Market Value vs. Replacement Cost
        • Earthquake Insurance FAQs
        • Flood Insurance Made Easy
      • Auto >
        • Auto Insurance Made Easy (Your FAQs answered)
        • How to Save Money On Your Auto Insurance
        • Teen Driver FAQs
        • Save Big on Maintenance with an Extended Warranty
        • What To Do In An Accident
        • Commercial Lines >
          • Commercial Auto >
            • Hired and Non-Owned Commercial Vehicle Insurance
          • Flood >
            • How Commercial Flood Insurance Can Protect Your Business
          • Earthquake >
            • Commercial Earthquake Insurance (PNW)
            • Commercial Earthquake Insurance (CA and Other States)
          • Business Owners >
            • Business Owner Policy
            • Protect Your Business Income with Business Interruption Insurance
            • How Commercial Umbrella Insurance Can Protect Your Business
          • Other >
            • Directors & Officers Insurance
            • How Professional Liability Insurance Can Protect You From Costly Lawsuits
            • Cyber Attacks are Skyrocketing, Is Your Business Protected?
            • Employment Related Lawsuits are on the RISE ... Protect Your Business with EPLI
      • Life >
        • How Much Life Insurance Do You Need?
        • Term vs Permanent Insurance
        • Why LIFE: Working Father
        • Why LIFE: Stay-At-Home Mom
        • Why LIFE: Young Family
        • Why LIFE: Mortgage Protection
        • Why LIFE: Long
        • Why LIFE: Short
      • Umbrella >
        • How Umbrella Insurance Can Protect You & Your Family
      • Other >
        • The Value of Working with an Independent Insurance Agent
        • Your Annual Insurance Review
        • Protecting Yourself Against Identity Theft
        • Selecting the Appropriate Liability Coverage
        • How to Protect Your Most Treasured Possessions
        • Do You Have Enough Umbrella Insurance?
        • Bundling Your Insurance Can Save You Big!
  • Contact


Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(888) 422-5560
101 East Park Blvd
Suite 600
Plano, Texas 75074
Click Here to Email Us

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Licensed in Texas, Alabama, Arkansas, Georgia, Kentucky, Louisiana, Mississippi, Maryland,
Tennessee, Nebraska,Georgia, Florida, South Carolina, North Carolina, Kansas, Oklahoma, Ohio,
Arizona, New Mexico, Virginia, Colorado, ​Arizona, Florida, ​Missouri, Iowa and Pennsylvania.


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Dickerson & Company Agency LLC​
101 East Park Blvd
Suite 600
Plano, Texas 75074
(888) 422-5560
Click Here to Email Us
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