You Have Unique Goals For Your Retirement
Let Us Help You Pursue Your Goals With Ethics, Passion, And Personal Attention.
OUR 4 STEP APPROACH
Building A Strong Retirement Income Strategy
Many considerations come into play as you financially prepare for your future.
We use four core elements to evaluate your retirement
income approach, and help you create a strategy that balances these
We look forward to helping you plan for your financial future.
1 RISK ASSESSMENT OF YOUR ASSETS
You Need To Balance Growth And Stability As You Grow Your Retirement Funds Without Assuming Excessive Risk To Do It. Your Retirement Assets Should Embrace An Appropriated Amount Of Risk For Your Financial Confidence And Risk Tolerance.
2 POTENTIAL RETIREMENT INCOME
One Key Reason You Are Accumulating Funds? So You Can Enjoy An Income Level To Support The Retirement Lifestyle You Desire. Your Retirement Income Strategy Should Help Maximize The Amount Of Income You Can Access In Retirement.
3 TAXATION OF YOUR RETIREMENT ASSETS
It’s Important To Make Informed Decisions About The Tax Status Of Your Retirement Assets, And To Consider Tax Diversification Within Your Retirement Income Strategy. When Evaluating Your Potential Retirement Income, You’ll Want To Analyze The After- Tax Amount You’ll Receive, Which Is The Portion Of Your Retirement Funds You Get To Spend.
4 CREAT A STRATEGIC RETIREMENT PLAN
Your Retirement Plan Is Not Just What You Invest In, It’s How You Invest To Achieve The Goals You Set And Desire. Accessing Risk, Creating An Income Strategy, And Planning For Taxes Creates A Holistic Retirement Plan
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It’s not the final chapter in the book of life but rather the beginning
… a second act.
Join us at one of our seminars to see how we can help you with your retirement plan.
The Association Of Financial Consultants (AFC) Provides Education Workshops And Classes At No Cost Or Obligation To Attendees.
As An Affiliated Consultant, Matt Dixon Is Committed To Ongoing Education To Help His Clients And He Is Bound By A Code Of Conduct That Demands Integrity, Accountability And Transparency.
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BEGIN THE JOURNEY TO
YOUR IDEAL RETIREMENT!
MATTHEW J. DIXON, RFC®