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:
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.
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.