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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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.