Charles Dingman

Licensed Annuity Investigator

More About Me

My name is Charles Dingman. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I became a financial advisor to help people mitigate risk, grow and protect their wealth and really have a sound financial plan in place that protects them in all aspects of retirement. I love to help people build retirement income plans because cash flow is the secret to a happy retirement. Sometimes annuities can be involved, and they are a versatile tool to use to give people guaranteed income or to protect principal for a lifetime. There are many uses for annuities, and I strive to find the perfect one for each person.

I’ve been an advisor for nearly 15 years. I hold a Doctor of Dental Surgery from the University of Nebraska and I practiced dentistry for 16 before a career-ending accident disabled me from dentistry. I grew up as a farm kid in Nebraska, and I learned many lessons about hard work and helping your neighbors when they need it. I loved all sports as a kid and was also a walk-on at the University of Nebraska in football.

I’ve been featured in Forbes Magazine, invited as a guest speaker on financial planning podcasts, and hosted numerous seminars and webinars. When I’m not in the office, I like to spend time with my wonderful wife Carla, my 3 children and 9 grandchildren, and enjoy the natural beauty of the state of Montana. We enjoy outdoor activities in all seasons, golf, hiking, and fly fishing. I am also very passionate about art, and I paint landscape art when I get the time.

I reside in Montana, and even though my office is physically located in Bozeman, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,

Charles Dingman