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.
|Firm Start Year:||2018|
|Name of Custodial Firm:||Betterment Institutional|
|States Licensed in:||OH|
|Number of Years with Current Firm:||1|
|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'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|
|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
|Additional Details on Charges:||Fees can range depending on your particular circumstance, therefore, we would love to speak with you about fees.|
|Organization:||Financial Planning Association of West Texas Lubbock, TX|
|Position :||Technology Chair|
|Masters - Personal Financial Planning||
Texas Tech University - Lubbock, TX
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.
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.
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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|