Our Ideal Client
Are You Set Up for Retirement?
Who We Help
As a retirement planner, Dixon Financial helps Cincinnati business owners and executives providing guaranteed lifetime income and a tax-free legacy for their beneficiaries.
My clients come to me when they:
- Need help with their 401(k) rollovers and Pension Choices
- Are looking to provide an income stream to meet expenses in retirement
- Want tax free income in retirement
- Need a plan to provide tax free funds to their families, charities, and other worthy causes
The landscape has changed for business owners and executives, and my clients are tired of putting all of their energy into:
- Wondering what will happen to their 401(k) if the market craches
- Worrying whether they will outlive their retirement funds
- Deciding when is the optimal time to start receiving their Social Security payments
- Contemplating how much to convert in to Roth IRA Funds for tax free income
Within a few months of sharing education and designing a plan, my clients are able to:
Importance of Retirement Planning
Why is Planning now Important?
Retirement Planning Process
Planning for your financial success
When it comes to retirement planning, there is no one-size-fits-all solution. Every person has unique circumstances and goals, and the best way to achieve financial security is to develop a customized plan. A professional financial planner can help you assess your current situation, set realistic goals, and create a roadmap for your future.
If you’re ready to start planning for your financial freedom, Dixon Financial can develop a personalized plan that will give you the peace of mind of knowing that you’re on the right track.
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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.