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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
If you have dependents (children, spouse or parents) who must rely on you and your income for financial security, watch this video to learn how easy and inexpensive it is to protect them from any economic adversity they would experience in your absence.
Want a proven, uncomplicated, but comprehensive way to save, grow and protect your money for a lifetime of financial security? Watch this short video to learn how one type of plan can do it all.
If you don't like paying any more taxes than you legally need to, and you do not yet have a "lifetime tax strategy" — watch this short video to discover substantial tax benefits available to the average person that most tax advisors know too little about.
Your consultant, Dale A. Dicks, is a retired career Marine Corps Officer with over 20 years of experience in leadership, operations and training, logistics, and human resources. Today, with over 23 years in the insurance industry, he specializes in providing a “total wealth solution.” Since retiring from Fannie Mae in December 2007, he has focused on positioning himself to attract and build a dynamic network of leaders, representing a formidable business capability. A Trusted Financial Educator — background in mortgage originations, life insurance (term, final expense, participating whole life, and indexed universal life), and real estate sales and investing — he specializes in assisting families with financial education, aggressive debt elimination, and tested and proven, non-traditional methods of wealth building and asset protection. Dale established SageOne Financial Services in Jan 2008 to pursue his ambitions and goals of building a top-producing, highly profitable team of financial services professionals. He became a Certified Financial Education Instructor with the National Financial Educators Council in Feb 2018, preparing to establish a non-profit and build a team of educators with the mission of Stamping-Out Financial Illiteracy across America.
At SageOne Financial, we are full-service financial professionals who meet your needs for a wide array of practical financial services. We have an uncanny ability to take complicated financial concepts and make them simple and understandable. You can trust us to find the products that will meet your needs and your budget.
We have a national presence and are constantly expanding into more and more areas across the United States. If you are just starting out in your career and are open to the fast-paced and dynamic environment of financial services, we might be just the company for you. We have excellent training, marketing concepts, tools, and a learning culture conducive to nurturing growth and development for a successful financial career. Also, for the seasoned professional looking to make a career transition into a new and exciting field, you too might find just what you're looking for with us.
So, if we can be of assistance to you with our myriad of services, and/or if you are looking for a new career in which you can truly thrive, contact us today. We are standing by to be of service!!
