Dixon Financial Group
David is well versed in Retirement and Estate Planning and Tax Planning Investing. With millions of dollars effectively managed in retirement accounts, and most of his clients either approaching or enjoying retirement, David assists his clients in creating streams of income and avoid retirement planning disasters. His investment approach is radically different in that he suggests investing to pursue a mix of different income streams as opposed to chasing phantom appreciation. You want income you can reinvest, not complexity. He assists his clients in reducing retirement planning issues by implementing retirement account distribution strategies designed with the goal to preserve and grow wealth for individuals and their families.
He is a member of Ed Slott’s Elite IRA Advisor Group. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, we have access to training modules, bi-annual workshops, and regular webinars to further our knowledge, and better serve our clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals.
Whether you are approaching retirement or already retired, David can assist you in choosing the strategies and investments that are right for you. This website contains multimedia presentations and interactive tools that offer an excellent learning experience. You will learn about retirement income strategies.
Dixon Financial Group, LLC provides independent financial and retirement planning advice through LPL Financial.