"My objective always has been and always will be
to help people plan for life."
The Continuous Education Advantage
"Financial planning is a way of life. I engage in non-stop education to stay on top of financial planning, investment management, changes in tax laws, market trends, and economic conditions.
"Through my continuous education you receive up-to-date planning for today so that you are not trapped in yesterday's thinking."
The Five Step Financial Planning Process to Financial Fitness
"Through the Five Step Process you gain comfort that you are not going into retirement blind. I base financial, investment, and retirement decisions on a financial plan that's built on facts and careful research, not on emotions."
Strategic Investment Approach
"Through rigorous study of the markets and the economic climate I found that I serve advisory clients best through a Strategic Plan with a 'Tactical Asset Management Twist.' The 'tactical twist' refers to keeping the lines of communication open to discuss decreasing or increasing holdings to reflect changes identified in the economy or the markets."
Independent, Unbiased Advice
"Through independent advice you gain the help you need to make decisions about where to put your money . . . based on a carefully considered and disciplined investment approach. Your financial well-being is first priority."
More Than 34 Years of Experience
To Lead Clients Through Uncertain Times
Rob Dick brings more than 34 years of experience to clients. He provides custom-tailored financial planning to those preparing for retirement and those who are already retired along with medical specialists and professionals, business owners, and families with life-changing wealth. Comprehensive financial planning is the "umbrella" he relies on to assist clients in accumulating assets, pursuing their retirement dreams, and gaining confidence in their financial future.
Rob's "Can't Quit Learning" Approach to Education
He holds a bachelor's of business administration degree in banking and finance from the University of North Dakota. In 1994 he earned the CERTIFIED FINANCIAL PLANNER ™ certification.
In an industry where he "can't quit learning," he has completed advanced studies in accounting, personal and family financial planning, investment and retirement planning, asset allocation, estate planning and Investment Management Consulting.
Committed To His Community
Rob Dick is a member of the Minot Area Chamber of Commerce and served as Chairman in 2009. He is a past member of the Rotary Club and was named a Paul Harris Fellow. He is a member of Minot Country Club, where he has served as President. He has written columns for the newspaper. In addition, he has served on the Raymond James Advisory Council and is a member of the Financial Services Institute.
Rob lives in Minot with his wife, Mary. Besides being active in the community, they enjoy golfing, skiing, and working with their Golden Retriever, Finn. Rob and Mary have two sons and a granddaughter.
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