Our passion is to see our clients achieve financial independence. We assist clients in achieving their goals: the short-term, day-to-day goals and, most importantly, the long-term goal of financial independence.
Bickling Financial Services, Inc., was founded in 1984 by Dorothy Bickling. Dorothy is one of the first 600 people, and one of the first women, to earn the CERTIFIED FINANCIAL PLANNER® designation. Dorothy is a true pioneer. At the inception of Bickling Financial Services she set the priorities of the firm:
to provide advice with the clients’ best interest as the primary consideration, to make sure that clients understand their investment options, and to provide sage, objective advice supporting each client’s financial decisions. Because of the background as a university professor, the firm has always taken and educational approach to financial planning.
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One-size fits all policies are best left to vacation bike helmets. At Bickling Financial Services, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
Uncertainty leaves room for opportunity. At Bickling Financial Services, we can solidify tomorrow by planning today. As Warren Buffett said, "you can sit in the shade tomorrow because of the tree you planted today."
Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.
We design, implement, manage, and advise 401 (k), 403 (b) defined benefit pension and deferred compensation plans for businesses from 1 to 1000 employees.
Using sophisticated software tools, we can help you understand how to structure assets to optimize retirement income.
Helping families ensure that their spending reflects their personal priorities is often the first step towards a more conscious and competent control over finances.
Rising education costs require a forward-thinking plan. Bickling Financial Services can help you prepare for one of life’s biggest investments.
Managing your company’s 401k program can seem complicated, but Bickling Financial Services will make it easy. Our time-tested benefit strategies will leave your employees in good standing.