Dixon Financial

Annuities

Our services

Strategically diversify & minimize risk

An annuity is an investment product that can provide a stream of payments during retirement. There are many different types of annuities, but they all share two common features: they offer a guaranteed income stream, and they allow you to defer taxes on your investment earnings. Both of these features can make annuities an attractive option for retirees. The guaranteed income stream can provide peace of mind, knowing that you will have a steady source of income no matter what happens in the stock market. And deferring taxes on your investment earnings can help you to maximize the growth of your nest egg.

Of course, there are also some downsides to investing in an annuity. The most important downside is that you will not have access to your money until you retire. This means that you need to be confident that you will have enough money saved up to last throughout your retirement. But if you are able to make this commitment, an annuity can be a valuable addition to your retirement strategy.

our core values

Creating Peace of Mind for 25+ Years

Integrity

Honesty & integrity are crucial for managing our client's portfolios.

Attentive

We keep a keen eye on your portfolio to ensure risk is minimized and profits grow.

Dynamic

Situations always change.  That's why we stay up to date on the latest industry news.

Value Relationships

We greatly value our client relationships.  We give 1-to-1 attention to each and every customer.

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Use our helpful calculators to get a better understanding of your finances and what you can do to start achieving your goals today.

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Phone Number

(513) 235-1859

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