Dial (214) 619-4859 Dallas | Tyler | Midland 



Dial (214) 619-4859 Dallas | Tyler | Midland 

Alicorn Investment Management

Schedule a consultation and see what makes us different
30 Years of professional experience
Offices in Dallas, Tyler, and Midland, TX
Available to meet anywhere you are via zoom

William (Bill) Dendy JD, MBA, CPA, CFP®, CLU, Founder of Alicorn Investment Management, has over 30 years of professional experience in investments and financial planning. He works with individual investors helping them coordinate the aspects of their financial lives, including tax planning, investments, insurance, financial planning and estate planning. 

REGISTER FOR RETIREMENT PLANNING TODAY BELOW.

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RETIREMENT PLANNING TODAY at UTDWednesdays, Feb. 21 & 28 - 6:30 p.m. to 9:30 p.m.

Who should attend? Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime at University of Texas at Dallas. 

Dial 214-619-4859 | Dallas | Tyler | Midland

Meet ourFounder

Our team consists of highly motivated and skilled specialists who know how to deal with any issue that you may come across. This creates a basis for lasting relationships with our clients built on trust and mutual understanding.

Sophisticated Wealth Management

to serve your individual needs.

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

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RETIREMENT PLANNING

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SUDDEN WEALTH

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HEALTHCARE PROFESSIONALS

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INVESTMENT PLANNING

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EDUCATION PLANNING

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INSURANCE PLANNING

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ESTATE PLANNING

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FINANCIAL PRODUCTS

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I choose to make the rest of my life the best of my life.

LOUISE HAY

Bill Dendy - WJXT CH. 4 JAX

A lot of people are waking up to the general risk of the stock market. Warnings after Wall Street Chaos- Bill Dendy on WJXT Channel 4 JAX in Jacksonville, Florida.

Bill Dendy On WFAA - Dallas, TX

Texans and DFW are extremely blessed to be at the epicenter of business growth. The Lone Star State is primed to bring in more businesses like Charles Schwab, PGA America and more.

Education Planning

    529 Prepaid Tuition Plan
    Zero Coupon Muni Bond
    Savings Bonds
    Coverdell Education Savings Account
    Financial Aid Guidance
    Custodial Account (UTMA/UGMA)

Investment & Retirement

    Alternative Investments
    Asset Allocation
    Risk Management
    401K
    Defined Benefit Plan

Insurance & Estate Planning

    Gifting & Wealth Transfer Strategies
    Credit Shelter Trust
    Irrevocable Life Insurance Trust
    Transfer on Death (TOD)
    Dynasty Trust
    Charitable Trust