Helping You On Your Path to Financial Freedom
At Dixon Financial, we provide tailored solutions to each individual plan based on listening to you, and crafting a custom strategy for your needs.
Dixon Financial
Formula for a successful retirement
Tim Dixon has been helping his clients save for their retirement, and providing peace of mind to the Greater Cincinnati area for over 25 years.
If you're looking to take the next step in your financial future, Tim is the man to do it.
Reach out to him today to be put on the track to financial freedom.
our services
What Dixon Financial Can Offer You
Through retirement planning, estate planning, long-term care, annuities, and life insurance, we provide a plan for success to our clients which provides peace of mind for their financial future.
Retirement Planning
Prepare for the future, and retire safely with a customized plan.
Estate Planning
Have peace of mind and bequeath your important assets to loved ones.
Business Insurance
Help protect your company from financial losses and unforeseen expenses.
Annuities
Create a steady source of income during retirement using annuities.
Our Testimonials
What Happy Clients Say About Dixon Financial
Have Questions? We Have Answers.
Frequently Asked Questions
Who is a Retirement Planner?
A retirement planner is a person who helps individuals and families map out strategies to achieve their financial goals. Retirement planning includes goal setting, asset allocation, and risk management. A retirement planner will take into account your unique circumstances and develop a plan that is tailored to your needs. The goal of retirement planning is to help you achieve peace of mind by taking control of your finances. Dixon Financial can help you make smart choices about how to use your money so that you can achieve your goals and live a comfortable life. If you are feeling overwhelmed by your finances, consider reaching out to get your finances on track.
Why Should I Make a Financial Plan?
A financial plan is an important tool that can help you manage your finances and achieve your financial goals. Without a plan, it can be difficult to track your income and expenses, save for future goals, and avoid unnecessary debt. A financial plan can help you stay on track by providing a road map for your money. It can also help you identify potential financial problems before they occur, and provide a way to track your progress over time. While there are many benefits to creating a financial plan, the most important reason to do so is to gain peace of mind about your finances. With a plan in place, you can relax and enjoy your life knowing that you are on track to achieve your financial goals.
What Should I Look for in a Retirement Planner?
A retirement planner works for you. His or her loyalty should be to the client, not the product(s) he or she is trying to sell. We feel that being truly independent is the best way to give clients objective advice. As independent advisors, we do not have limitations or requirements to use any specific investment product or solution; this allows us to create customized financial plans designed to provide income and growth for our clients.
Calculators
Calculate Your Future
Use our helpful calculators to get a better understanding of your finances and what you can do to start achieving your goals today.
Contact Dixon Financial Today
Get A Free Consultation
At Dixon Financial we put your needs first. We advocate for our clients and are there to be a trusted advisor and guide through the planning process. We evaluate possible pitfalls in your current plan and walk you through opportunities and options available to you.
It’s not about products, it’s about people. Together we can combine the steps above to prioritize your goals
and implement your plan with sound practices and strategies to create your unique Legacy.