What is a CERTIFIED FINANCIAL PLANNER™ professional?
David S. Dixon and Jacob S. Bierstedt are CERTIFIED FINANCIAL PLANNER™ professionals. They have undergone extensive training and certification to provide individuals with qualified investment advice. They are knowledgeable about various financial topics, including investment planning, tax strategies, retirement planning, and risk management.
Having David S. Dixon, CFP®, or Jacob S. Bierstedt, CFP®, ChFC® create a comprehensive investment plan can provide numerous benefits. For one, they can help individuals assess their current financial situation, identify areas for improvement, and set realistic financial goals. With their expertise and knowledge, they can provide guidance on how to strive to optimize investments, mitigate taxes, and plan for retirement.
A comprehensive investment plan created by David or Jacob can also help individuals manage risk and prepare for unexpected events such as disability, illness, or job loss. They can help individuals make informed decisions about their money and stay on track toward financial success by creating a roadmap that strives to achieve long-term financial goals.
One of the most valuable benefits of working with David and Jacob is the confidence that comes with having a solid investment plan in place. A comprehensive investment plan can help individuals feel more confident about their financial future and provide a sense of well-being and stability in the face of economic uncertainty.
David Dixon and Jacob Bierstedt are CFP® professionals who create comprehensive investment plans to provide individuals with qualified guidance, confidence, and a roadmap that strives to achieve their financial goals. With their knowledge and expertise, David and Jacob can help individuals make informed decisions about their money and take control of their financial future.
If you are looking for a CFP® professional, contact Dixon Financial Group and schedule a meeting with David or Jacob. The initial consultation is always complimentary. Email DFG through our website using the "Have a Question" section or call the office at 702.982.2479.
We look forward to working with you.
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David S. Dixon, CFP®
Jacob S. Bierstedt, CFP®, ChFC®