Hi, I’m Dan Dixon.

I am dedicated to providing custom solutions for your retirement needs. I provide exceptional insurance products and signature personal service.

I not only strive to meet your financial goals, but form long-lasting relationships.

You can rest assured that the solutions we provide will never charge a fee, and neither will I.

I know Social Security is complex, and helping you make the right decisions could mean tens of thousands of dollars extra in retirement. I provide an in-depth review of your Social Security, and provide a comprehensive outlook on when and how to retire.

My Approach

I offer a customer-centric approach to addressing your social security and retirement needs. I prioritize building trust and rapport, thoroughly assess your financial situation, and collaboratively set clear retirement objectives. My expertise lies in educating you about Social Security, analyzing your income sources, and optimizing Social Security benefits to fit your unique circumstances. I create a comprehensive retirement plan, manage risks, and regularly review and adjust your strategy. My commitment to staying informed ensures you're up to date with industry changes. I provide ongoing support, and our goal is to promote financial literacy so you can make informed decisions about your financial future.

Dream it and Build it

Do you have specific retirement objectives in mind? Allow me to assist you in transforming those goals into tangible realities.