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About Dixon Financial Group

David is versed in Retirement and Estate Planning and Tax-Favored Investing. David assists his clients in pursuing streams of income and in avoiding retirement planning disasters. His investment approach is tailored in that he suggests investing to achieve 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 seeking to avoid retirement planning disasters 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, an exclusive group of advisors with expertise in retirement distribution planning. Ed Slott is a nationally recognized retirement account expert. David studies and trains with Ed Slott as part of the Elite IRA Advisor Group.

Whether you are approaching retirement or already retired, David can assist you in addressing 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.

Neither Ed Slott nor the Elite IRA Advisor Group are affliates of Dixon Financial Group or LPL.

Learn more about The Income For Life Model

 

Established in 1951, and with 33,000 members in the valley, the Clark  County Credit Union teamed up with David Dixon to create The Investment Center located at the CCCU. The credit union is able to provide their members with access to the financial services of Dixon Financial Group, LLC. The credit union exclusively refers their members to David for investment advice and the implementation of their financial plans. 

For more information, please refer to the Investment Center website

 

SCE Federal Credit Union, formerly SONEPCO FCU, has teamed up with Dixon Financial Group, LLC to provide the services of a financial planning professional to their members in Nevada. This relationship provides SCE FCU member's access to a trusted professional that can and does provide independent financial and retirement planning advice. 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits and are not NCUA insured. These products are not obligations of the and are not endorsed, recommended or guaranteed by or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Clark County Credit Union, SCE Federal Credit Union and Dixon Financial Group are not registered broker/dealers and are not affiliated with LPL Financial.

See David on their website

 

Retirement Video


Ira Options Video