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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our services

Through retirement planning, estate planning, long-term care, annuities, and life insurance, we provide a plan for success to our clients which provides peace of mind for their financial future.

Retirement Planning

Prepare for the future, and retire safely with a customized plan.

Estate Planning

Have peace of mind and bequeath your important assets to loved ones.

Business Insurance

Help protect your company from financial losses and unforeseen expenses.

Annuities

Create a steady source of income during retirement using annuities.

About Tim Dixon

Tim Dixon has been helping his clients save for their retirement, and providing peace of mind to the Greater Cincinnati area for over 25 years.

If you're looking to take the next step in your financial future, Tim is the man to do it.

Reach out to him today to be put on the track to financial freedom.

Contact Dixon Financial Today

Phone Number

(513) 235-1859

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