The Team

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Jim Dickert

Jim Dickert

Financial Advisor

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Designations

CLU®, ChFC®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

University of Florida, Bachelor of Science, 1977
AR License #481492

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Hilary Bracken

Hilary Bracken

Financial Advisor

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Designations

JD

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits

Education

JD, Florida Coastal School of Law, BA, University of North Florida
CA Insurance #4013125

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Our Staff

Jacquelyn Williams

Administrative Assistant