Dixon Financial


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Strategically diversify & minimize risk

What is a tax-deferred annuity?

A taxdeferred annuity is a contract between you and an insurance company for a guaranteed interest bearing contract. The Company credits interest, and you dont pay taxes on the earnings until you make a withdrawal or begin receiving an annuity income.

What is tax deferral?

Tax deferral means that you are postponing paying taxes on interest earned until a future date. During that deferraltime you are earning interest on dollars that would otherwise be paid as taxes. Leaving you the potential to accumulate more money over a shorter period of time, which ultimately can provide you with a greater return.

Benefits of an Annuity

Ability to Avoid Probate

Passing along the value in your annuity to a named beneficiary can avoid the delays and costs of probate making for a simplified way to transfer assets during a difficult time.

Guranteed Lifetime Income

Annuities can provide you with a guaranteed income stream with the purchase of a taxdeferred annuity. You can convert an annuity into payments based on your needswhether that be payments for life or over a specified period. We encourage you to consult with and rely on your legal or tax advisor to fully understand the tax effects annuities can have for you and your estate.

At Dixon Financial, You're in Good Hands

At Dixon Financial, we can help you evaluate pitfalls in your current plan, make you aware of opportunities you may be missing, and walk you through the many options available to you.  


Together we can combine the steps above to prioritize your goals and implement your plan in connection with an experienced estate planning attorney to create your Legacy.

our core values

Creating Peace of Mind for 25+ Years


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


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


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.


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.

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(513) 235-1859

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