Joe H Dike CPA/PFS
Joe Dike, CPA, PFS, CSA®, BCE®, CIS®
Tax and Investment Counselor
903-628-4272
joedikecpa@valornet.com
Welcome
  • 903-628-4272 office
  • 903-628-4067 fax
  • 312 North Center ~ New Boston, TX 75570
  • Hours: Mon - Fri 9:00am - 4:00pm
  • Established 01/01/1990
What is a PFS?

First, recognize that all financial planners are NOT created equal and the differences DO matter.

  • A PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.
  • This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Newsletters
  • A View of Health Care from Around the World
    The United States health-care system has been impacted by the Affordable Care Act (ACA). But how does delivery of health care in the United States compare to that of
  • Retirement Myths and Realities
    We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common
  • How the Windsor Decision Affects Retirement Plans
    Spouses of employer-sponsored retirement plan participants have certain rights when it comes to the plans. Because of this, the legal definition of "spouse" is
  • Why are you paying more at the pump?
    Have you ever stood at the pump wondering why you're paying so much to fill up your vehicle? The answer is ... complicated. According to the U.S. Energy Information
  • Chart: Ten-Year History of U.S. Average Gas Prices
    Gas prices fluctuated widely in 2008, peaking at a high of $4.11 during the second week of July, then plummeting to $1.81 by the first week of December. Since 2008,
    
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 Joe H. Dike is a registered representative registered to transact business with clients in Texas, Arkansas, and Oklahoma. Joe H. Dike is advisory licensed in the following states, Texas, Arkansas, and Oklahoma. Joe H. Dike is also an insurance agent licensed in Texas. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

This communication is strictly intended for individuals residing in the state(s) of AR and TX. No offers may be made or accepted from any resident outside the specific states referenced.