Dixon Financial

Who We Help

Our Ideal Client

Are You Set Up for Retirement?

Business Owners

Executives

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:

The landscape has changed for business owners and executives, and my clients are tired of putting all of their energy into: 

Within a few months of sharing education and designing a plan, my clients are able to:

Feel at Ease

Have a Steady Stream of Income

Provide a Financial Legacy

Importance of Retirement Planning

Why is Planning now Important?

Create a Plan

When it comes to retirement planning, there are a lot of factors to consider. Among the most important is setting and achieving goals. Whether it's saving for a rainy day, investing for retirement, or anything in between, having a plan helps to ensure that you stay on track.

Align Your Goals

Retirement planning can also help you make the most of your money. By understanding where your money is going, you can make adjustments to ensure that you're spending and saving in a way that aligns with your overall financial goals.

Protect Your Assets

Finally, retirement planning can help you to protect your assets in the event of an unexpected setback. By having a plan in place, you can rest assured knowing that you're prepared for whatever life throws your way.

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.

1.Gather Info
2.Set Goals
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3.Analyze Finances
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4.Develop Plan
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5.Execute Plan
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6.Monitor Plan
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Contact Dixon Financial Today

Phone Number

(513) 235-1859

Finance Calculators

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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.