Applying a Biblical Worldview to all Financial matters
Your Financial Investment
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
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What is my “Why?“
Every organization has a What, a How, and a Why. My “What” is Tax and Wealth Management. My “How” is through extensive training, experience, and building relationships and applying tools such as tax and financial planning software, investment vehicles, and estate planning strategies. But it’s my “Why” that sets me apart from other advisors. Why is what motivates me to get out of bed in the morning — it’s my reason, cause, and purpose for what I do.
Joe Dike CPA/PFS PC is not simply a Tax Preparation and Wealth Management Firm. I believe I do all of those things well, but essentially I seek to help my clients gain clarity and confidence about money — without conflict, anxiety, or fear — their lives are richer and more fulfilling. They can envision and act on their “Why.” I felt called to help people become better relationship with money by using not just techinical expertise, but biblical principles as well.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully…