wiseradvisor

Brent Dickerson, MS CFP® EA
Over Coffee Financial LLC

Tel: (440) 721-8052
19300 Detroit Rd
Suite 204
Rocky River, OH 44116

Simple Financial Planning + Advice

Over Coffee Financial LLC | Financial Advisor in Rocky River ,OH


About Over Coffee Financial LLC

At OCF, the primary objective is to provide comprehensive planning, thorough advice, and guidance to help you make financial decisions with greater confidence and understanding. We're not here to tell you what you should do or want, but rather help you find the path that helps you attain what you want. For us, this starts with a cup of coffee and a conversation to get to know each other. We'd love to share our passion for helping you with your financial needs, so get in touch and let's plan to have a cup of coffee and a good conversation.


General Information

Firm Start Year:   2018
No.of Employees:   1
Insurance License#:   1219374
Name of Custodial Firm:   Betterment Institutional
States Licensed in:   OH
Number of Years with Current Firm:   1


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds
I can meet clients in the following ways:   At your office, Via phone, Via email, Video Conference, At your home, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Accident, Annuity, Casualty, Life, Property


Firm Information

Firm's Number of Clients:   4
Firm's Number of Planning Clients:   4
Firm's Number of Managed Clients:   4
Assets Managed by Firm:   $ 300000
Advisor's Number of Clients:   4
Advisor's Number of Managed Clients:   4
Advisor's Number of Planning Clients:   4
Assets Managed by Advisor:   $ 300000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Additional Details on Charges:   Fees can range depending on your particular circumstance, therefore, we would love to speak with you about fees.


Board Positions

Organization:  Financial Planning Association of West Texas  Lubbock, TX
Position :  Technology Chair
Duration :  01/01/2015-12/31/2016


Education

Masters - Personal Financial Planning  Texas Tech University - Lubbock, TX
01/01/2005-12/15/2006



Faqs

  • Do you have a customer satisfaction or refund policy? The typical financial planning agreement OCF enters into with clients allows for either party to terminate the agreement immediately upon receipt of written notice. The client may terminate a financial planning agreement without penalty within (5) business days after entering the agreement. Otherwise, at the date of termination, the client agrees to pay fees due the Firm on a pro rata basis or the Firm will refund any prepaid fees which have not yet been earned (e.g. if a client chooses not to go through with the plan after paying OCF ½ of the fee, the Firm will refund that portion which has not been earned of the fee to the client.)
  • What are your qualifications? What is your education background? Masters of Science - Personal Financial Planning - Texas Tech University Graduate Certificate - Charitable Financial Planning - Texas Tech University Certified Financial Planner designation Enrolled Agent
  • What is your approach to financial planning? We are a goals based financial planner. We work with clients to develop present and future goals and plan a course through saving, investing, risk management, and tax planning to achieve those stated goals. Goals and plans to get their are routinely reviewed, evaluated, and updated as needed.
  • What services do you offer? Comprehensive Financial Planning Investment Management Charitable Financial Planning Tax Planning, Advice, and Preparation
  • How many clients do you currently manage? As of May, 2020, we have 4 clients in 2 households.
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Brent Dickerson, MS CFP® EA

Brent Dickerson, MS CFP® EA

CFP®, EA

Brent Dickerson is Owner + Financial Advisor at Over Coffee Financial LLC. Brent previously founded Trinity Wealth Management, a Registered Investment Advisory firm in Texas. After moving to northeast Ohio, Brent reestablished his firm as Over Coffee Financial. Brent earned a Master's degree and additional graduate certificates from Texas Tech's University's Financial Planning department in 2006. In addition, Brent has worked for firms large and small in various capacities from investment management to comprehensive planning. Brent has been routinely quoted by various media outlets over the years on many financial topics. Brent wants to be a valuable resource to his clients and help them to make the best decisions regarding their financial future so that they can reach their goals. As a Certified Financial Planner professional and Enrolled Agent, Brent is able to help his clients because of his expertise in financial planning, investment management, and tax advice.

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My Services

Insurance Planning

As a licensed insurance professional, I understand your property, casualty, and liability insurance on a level that other financial advisors may not truly grasp. We review your insurances and make recommendations on areas of over- and under-insured.


Estate Planning & Trusts

As experts in charitable estate planning, we have specific insight into the estate planning process that other advisors might simply not understand. Whether its a simple Will review or funding a complex charitable trust, we can help you to understand the complexities of legacy planning.


Wealth Management

While the firm name doesn't say it, we are wealth managers. By creating a financial plan and investing to help reach your plan goals and working with you on multiple financial levels like insurance and taxes, we are true wealth managers.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Cleveland Rocky River
Avon Avon Lake
Westlake Lakewood
Mentor Painesville
Concord Chardon
Willoughby Bainbridge
Chagrin Falls

Social Networks

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