Episode #138: Mike Dickerson - Engage Financial Group

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.

 

 

 

 

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