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
  • What's New in the Housing Market for 2015?
    Home buyers and sellers finally have reason to celebrate in 2015. After almost a decade of limping along toward recovery, it seems as though the housing market has
  • Five Steps to Tame Financial Stress
    Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you're drowning in debt? If this describes you, you might
  • Prepaid Funeral Arrangements Can Have Grave Consequences
    An important part of estate planning involves consideration of funeral or memorial arrangements, including paying for some or all of the costs in
  • What is the Roth 401(k) five-year rule?
    The Roth 401(k) five-year rule determines when you can begin receiving tax-free qualified distributions from your 401(k) plan Roth account. While it's similar to the
  • What is the Roth IRA five-year rule?
    Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin receiving tax-free qualified distributions from
    
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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.