Company Performance Metrics
- Gene Dickison: Owner and Founder
Wealth Is More Than Money provides comprehensive financial advisory services that focus on clients’ overall financial picture. The company offers financial planning and independent investment guidance, including portfolio design, implementation, and ongoing monitoring. It provides retirement planning, Social Security strategy guidance, and
long-term care and life insurance planning to help align income and protection needs. The firm also delivers income tax services through its tax department and incorporates tax considerations into broader planning. In addition, it assists with estate planning topics such as wills, trusts, powers of attorney, and charitable giving. Wealth Is More Than Money shares educational content through its radio and television programs, blog, newsletters, and live events focused on personal finance topics.