Unless clients desire investments with more risk, I take a somewhat conservative approach: investing Moderately Conservative, Moderate and at times, Moderately Aggressive. All this is based on the client's "Best Interests". Regarding both Advisory and Retail brokerage accounts, I recommend and buy a mix of Mutual Funds, Bonds and some Stock.
Variable Annuities are ideal for some clients as an alternative to brokerage accounts. Concerning client servicing, ongoing Investment and Advisory Services for our clients include a relatively new client resource: a web portal to their investments. The new portal is called AdviceWorks. We also offer Retirement Planning.
Variable Annuities are ideal for some clients as an alternative to brokerage accounts. Concerning client servicing, ongoing Investment and Advisory Services for our clients include a relatively new client resource: a web portal to their investments. The new portal is called AdviceWorks. We also offer Retirement Planning.
Services
Through an engagement agreement, Dison Wealth Management will provide to individuals, families, and small businesses certain financial planning services. Upon your request, recommendations on certain financial and investment products* may be made. Securities and Advisory services are offered through Cetera Advisors LLC, member FINRA and SIPC.
Ronald L. Dison, CFP has been in private practice as a financial planner since 1980. Effective Janurary 1, 2002, we are doing business as Dison Wealth Management (DWM). ECA Tax Services, Inc., our wholly owned sister company, provides an executive level tax preparation service for our financial planning clients at their request.
Since 1979, he has been a Financial Planner in Indianapolis, IN. He started his career as an Administrative Assistant in a small firm and was there for two years. In 1981 he went into private practice to provide Financial Planning services. In 1986 Mr. Dison completed the two-year course of Financial Planning offered by the College for Financial Planning in Denver, Colorado.
MISSION STATEMENT: Dison Wealth Management will provide Financial Planning & Wealth Management services to the best of our abilities: always improving the quality and expanding the scope of such services. We will seek to work with individuals who are serious about developing and implementing their Financial Plan.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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