Derek Dimmick
Derek Dimmick

Derek Dimmick

Offers remote services
Offers remote services
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Introduction: We ask questions to find out what is the best fit for your needs and goals. There is no cookie cutter answer for everyone's needs and goals. We have had the opportunity to assist tens of thousands of clients through the maze that is estate and financial planning. We look forward to serving you. Disclaimer: We are not attorneys but we work with independent attorney’s as your advocate to make sure what they do for your documents is what you need. We then follow up every year to make sure it still is exactly as you expect.

Serves Quakertown, PA

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50 employees

17 years in business

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Derek Dimmick


  • What should the customer know about your pricing (e.g., discounts, fees)?

    Our fees are paid by the companies we connect you with. We match you with the best product/service for you based on your needs and goals. That insurance company pays us. For our wills/trusts we use an independent attorney. The fees for that service include the actual legal documents and our service.

  • What is your typical process for working with a new customer?

    We meet in person and discuss what their goals are to get a better understanding of what they can benefit from. Then offer solutions based on that info, if we can even help.

  • What education and/or training do you have that relates to your work?

    I have the licenses and schooling needed. I have a lot of experience which is the true teacher. But more importantly I have a group of professionals that know dare I say anything I may not.

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