Meet Matt Dixon


CEO and Financial Advisor

Matt Dixon is a nationally recognized expert in tax-free retirement income strategies. With over eight years of experience in the financial services industry and five years of experience educating the public, he is a leading authority in this field. In addition to his public education programs, Matt is a regular host on the WGTK radio show “The Max Radio Hour” and has made guest appearances on local news stations in the Upstate.

He is the author of the firm’s latest book, titled “RITE: Retirement Income Tax Exempt,” in which he advocates for a new mindset he calls “The New Unemployment” to help retirees plan more carefully for their golden years.

Matt is dedicated to helping clients achieve the retirement they want, and provides guidance and a variety of insurance and investment products to help achieve the objectives of their retirement strategy.

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