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1:1 COACHING

If you’re looking for something completely integrated and tailored to your specific needs, 1:1 retirement coaching might be the right step for you. Book a free consultation today.


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“Retirement is not the end of the road; it's the beginning of a new journey.”

MEET YOUR advisor

Dan Dixon
Social Security and Retirement Specialist

With a rich professional history spanning over 15 years, I have dedicated myself to the mission of helping individuals achieve their retirement aspirations. Throughout my career, I've had the privilege of working closely with clients, offering expert guidance and strategic planning to ensure they reach their retirement goals with confidence.

My extensive experience has equipped me with a deep understanding of the complexities of retirement planning, including navigating the intricacies of Social Security, optimizing income sources, and managing investment portfolios. I take pride in my commitment to staying up-to-date with industry trends and regulations, ensuring that my clients receive the most current and effective strategies.

Throughout the years, I've built strong, trusting relationships with my clients, emphasizing a customer-centric approach that prioritizes their unique needs and objectives. My goal has always been to provide unwavering support, regular reviews, and personalized adjustments to their retirement plans, ensuring that they remain on track and well-prepared for the future.

As I look back on my 15-year journey of working with clients to achieve their retirement dreams, I am deeply grateful for the opportunity to make a positive impact on their financial well-being. I am eager to continue this meaningful work and assist many more individuals in realizing their retirement aspirations in the years to come.