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Episode #138: Mike Dickerson - Engage Financial Group

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Manage episode 413312294 series 3313044
内容由Coach Tim Campsall提供。所有播客内容(包括剧集、图形和播客描述)均由 Coach Tim Campsall 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Mike Dickerson was born and raised in northwest Indiana. He went to Wabash College in which he Majored in Economics, with a Minor in History. While at Wabash, he met Rebecca. They have now been married for over 17 yrs and have two children.

Mike started in financial planning in May of 2000 with a firm named Diversified Financial Concepts and then went completely independent in 2007. Mike has grown mostly through referrals during that time. While running Engage Financial Group, Mike has continued to add additional educational credentials to make sure he is constantly doing what is best for his clients and staying up on the industry changes. Mike is currently working with about 350 families and businesses on their financial goals.

With Engage Financial Group, Mike and his team help people plan for their most important goals, like making sure they have enough money for the 30-40 yr vacation of retirement, improving their children's education, and optimizing where money should be to make it work harder for you and avoid taxes. At the same time, they help businesses improve retirement offerings and thus employee satisfaction and retention.

In Mike's free time, he enjoys martial arts and helping coach soccer and basketball for his kids.

In honor of the fellow business owners in your life that had an impact on you becoming the person you are today, let’s celebrate them. Click this link to apply to be on our podcast to recognize those people: https://www.BeMADTogether.com

  continue reading

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Manage episode 413312294 series 3313044
内容由Coach Tim Campsall提供。所有播客内容(包括剧集、图形和播客描述)均由 Coach Tim Campsall 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Mike Dickerson was born and raised in northwest Indiana. He went to Wabash College in which he Majored in Economics, with a Minor in History. While at Wabash, he met Rebecca. They have now been married for over 17 yrs and have two children.

Mike started in financial planning in May of 2000 with a firm named Diversified Financial Concepts and then went completely independent in 2007. Mike has grown mostly through referrals during that time. While running Engage Financial Group, Mike has continued to add additional educational credentials to make sure he is constantly doing what is best for his clients and staying up on the industry changes. Mike is currently working with about 350 families and businesses on their financial goals.

With Engage Financial Group, Mike and his team help people plan for their most important goals, like making sure they have enough money for the 30-40 yr vacation of retirement, improving their children's education, and optimizing where money should be to make it work harder for you and avoid taxes. At the same time, they help businesses improve retirement offerings and thus employee satisfaction and retention.

In Mike's free time, he enjoys martial arts and helping coach soccer and basketball for his kids.

In honor of the fellow business owners in your life that had an impact on you becoming the person you are today, let’s celebrate them. Click this link to apply to be on our podcast to recognize those people: https://www.BeMADTogether.com

  continue reading

100集单集

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