- Individual & Business Financial Planning
- Estate Planning Strategies
- Retirement Plan Selection & Evaluation
- Investment & Insurance Analysis
- BBA – Texas Tech University
- Accredited Investment Fiduciary™
Scott R. Dickerson, AIF®
Independent financial planner, Scott R. Dickerson, started delivering financial
services to businesses, individuals, business owners, and key executives while
he was with Morgan Stanley in 1997. Currently, and as an independent
Representative of Navigation Financial Group, Scott combines his experience,
integrity and objectivity to help find sound solutions to his client’s financial
needs and desires.
By listening to a client’s concerns and objectives, Scott helps to outline goals in
order to develop a comprehensive plan that takes into consideration unique
needs, wants, time frames, risks and risk tolerances.
Scott’s main areas of practice are in personal financial planning, investments
and Group Retirement Plans. He began his career in Financial Services and
Insurance in 1997 after receiving a BBA in Marketing from Texas Tech
University. His specialties include qualified plans and the compliance issues
associated with such plans, personal financial planning and retirement
distribution. He works with clients to develop strategies in estate planning,
insurance, investment analysis, distribution planning and risk management.
Scott balances work and time with his family. He is married to Cindy and has
two boys Payton and Will. He is an active member of Hillside Christian Church.