The Dickerson Group

The Dickerson Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The Dickerson Group, Financial planner, 4055 Dowlen Road Ste 111, Beaumont, TX.

We provide specialized tax strategies and financial planning for successful professionals and business owners who want to keep more of what they earn and preserve what theyโ€™ve built.

Looking ahead creates opportunities. Looking back creates tax returns.By the time your documents arrive, the decisions t...
06/01/2026

Looking ahead creates opportunities.
Looking back creates tax returns.
By the time your documents arrive, the decisions that matter most have already been madeโ€”or quietly missed.

Real tax planning happens months earlier, while options are still open: how income is timed, how entities are structured, how and when assets move.

๐‘๐‘œ๐‘ก ๐‘’๐‘ฃ๐‘’๐‘Ÿ๐‘ฆ๐‘œ๐‘›๐‘’ ๐‘›๐‘’๐‘’๐‘‘๐‘  ๐‘กโ„Ž๐‘–๐‘  ๐‘™๐‘’๐‘ฃ๐‘’๐‘™ ๐‘œ๐‘“ ๐‘๐‘™๐‘Ž๐‘›๐‘›๐‘–๐‘›๐‘”. But for families, professionals, executives, and business owners whose lives only grow more complex, the conversation worth having rarely starts in April.

See if we're a fit: https://dickersonwealth.com/see-if-were-a-fit

No two clients are the same. Nor are their portfolios.The strategies that serve someone building wealth at 55 look very ...
05/29/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

By the time you sit down with your CPA in March, most of the levers that could have changed your outcome are already gon...
05/27/2026

By the time you sit down with your CPA in March, most of the levers that could have changed your outcome are already gone. When you've reached a higher level of success, your tax bill stops being a once-a-year event.

April is when the math gets recorded. ๐‘ป๐’‰๐’† ๐’”๐’•๐’“๐’‚๐’•๐’†๐’ˆ๐’š ๐’‰๐’‚๐’‘๐’‘๐’†๐’๐’” ๐’๐’๐’๐’ˆ ๐’ƒ๐’†๐’‡๐’๐’“๐’†.

The legacies we build are made possible by the legacies of others.This Memorial Day, we remember the service members who...
05/25/2026

The legacies we build are made possible by the legacies of others.
This Memorial Day, we remember the service members who gave their lives so that we could live ours. ๐Ÿ‡บ๐Ÿ‡ธ
With respect,
The Dickerson Group Team

If you live to 95, will your money?If you're too aggressive, will you come up short? Too conservative, and you leave qua...
05/24/2026

If you live to 95, will your money?

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

โš“๏ธFrom ports and pilots to captains, crews, and maritime operators, the maritime industry reflects discipline, resilienc...
05/22/2026

โš“๏ธFrom ports and pilots to captains, crews, and maritime operators, the maritime industry reflects discipline, resilience, and precision under pressure. Your work keeps supply chains moving, economies operating, and communities connected.

At The Dickerson Group, we are proud to work alongside professionals in industries built on responsibility, leadership, and long-term thinking.

๐‡๐š๐ฉ๐ฉ๐ฒ ๐๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐Œ๐š๐ซ๐ข๐ญ๐ข๐ฆ๐ž ๐ƒ๐š๐ฒ to all who make their living on the water and behind the scenes that support it.

There's a difference between filing a return โ€” and engineering one.Filing is precision โ€” getting the numbers right on ...
05/21/2026

There's a difference between filing a return โ€” and engineering one.

Filing is precision โ€” getting the numbers right on what already happened.
Planning is foresight โ€” shaping what those numbers will be in the first place.

At the level you've built, the difference between the two can be measured in six and seven figures over a lifetime.

If your tax conversations always start with what already happened, you're missing the one that matters.

If this resonates, we should probably talk.

Filing is one discipline. Planning is another. The clients who get both keep more of what they earn.
05/14/2026

Filing is one discipline. Planning is another.
The clients who get both keep more of what they earn.

Helium prices just doubled. Your balloons, your MRI, and your phone's chip are all feeling it. ๐ŸŽˆ
05/12/2026

Helium prices just doubled. Your balloons, your MRI, and your phone's chip are all feeling it. ๐ŸŽˆ

๐‡๐š๐ฉ๐ฉ๐ฒ ๐Œ๐จ๐ญ๐ก๐ž๐ซ'๐ฌ ๐ƒ๐š๐ฒ ๐Ÿ๐ซ๐จ๐ฆ ๐“๐ก๐ž ๐ƒ๐ข๐œ๐ค๐ž๐ซ๐ฌ๐จ๐ง ๐†๐ซ๐จ๐ฎ๐ฉ! ๐ŸŒธTo every mom who juggles more than anyone sees, plans further ahead than a...
05/10/2026

๐‡๐š๐ฉ๐ฉ๐ฒ ๐Œ๐จ๐ญ๐ก๐ž๐ซ'๐ฌ ๐ƒ๐š๐ฒ ๐Ÿ๐ซ๐จ๐ฆ ๐“๐ก๐ž ๐ƒ๐ข๐œ๐ค๐ž๐ซ๐ฌ๐จ๐ง ๐†๐ซ๐จ๐ฎ๐ฉ! ๐ŸŒธ
To every mom who juggles more than anyone sees, plans further ahead than anyone knows, and puts her family first without a second thought โ€” today is for you.
We hope you're celebrated well today! ๐Ÿฉท

Address

4055 Dowlen Road Ste 111
Beaumont, TX
77706

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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