FrancineDick-Certified Financial Planner

Patience, empathy and knowledge are the qualities I bring to the table. You can be confident that together, we will take the time to review your current situation and prepare a solid plan for the future, based on your needs and desires. I work primarily with middle net worth clients, so you don't need a million dollar or even a half million dollar portfolio to access my expertise. I specialize in Socially Responsible Investing, preferring investments that meet environmental, social and governance standards. I can also help manage your risk, protecting against life's uncertainties with life, disability and critical illness insurance. As an independent advisor, with over 25 years of experience, your needs always come first.