Joe H Dike CPA/PFS
Joe Dike, CPA, PFS, CSA®, CES®, CIS®
Tax and Investment Counselor
  • 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.
  • Six Common 401(k) Plan Misconceptions
    Do you really know as much as you think you do about your 401(k) plan? Let's find out.
  • 2015 Year-End Tax Planning Basics
    As the end of the 2015 tax year approaches, set aside some time to evaluate your situation and consider potential opportunities. Effective year-end planning
  • Frequently Asked Questions on Opening a 529 Plan Account
    529 plans are savings vehicles tailor-made for college. Anyone can open an account, lifetime contribution limits are typically over $300,000, and 529
  • My employer now offers wellness benefits as part of its employee benefits package. But what are they?
    It's no surprise that your company has started offering wellness benefits, since many employers are already offering these types of programs as part
  • How do I compare my health insurance options during open enrollment?
    The decisions you make during open enrollment season regarding health insurance are especially important, since you generally must stick with the
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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.