Dixon Financial

Retirement Planning

Our services

Save Today, Worry Less Tomorrow

There's no question that retirement planning is a complex process. There are a myriad of factors to consider, from investment strategies and Social Security benefits, to tax implications and health care costs. If you feel overwhelmed by the task of planning for retirement, you are not alone.

Fortunately, Dixon Financial can assist with and make the retirement planning process less difficult. Our services can provide guidance on a wide range of topics, from saving for retirement, to investing for the long term. Above all, we can help you create a personalized plan that takes into account your unique financial situation.

Whether you're just starting to save for retirement or you're getting close to retirement age, retirement planning can give you the peace of mind to reach your goals. Contact Tim Dixon today for a free consultation for your retirement saving needs.

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

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.

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

Phone Number

(513) 235-1859

Finance Calculators

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