Working with people in Greenville, SC, is Matt Dixon’s specialty. He is a Registered Financial Consultant who assists individuals and couples in planning their retirement strategy. One of Matt’s areas of expertise is in assisting people to develop tax reduced forms of retirement income that maximizes their investment potential throughout their working years.
Individualized Planning
Each client has unique retirement goals, and Matt Dixon takes the time to get to understand these goals and dreams. From this information, and considering current assets, income, and expenses, he creates an effective strategy for retirement investment growth.
There are several options Matt Dixon may recommend to clients based on their age, assets, debt, and income. These strategies can include:
Starting a retirement plan early – many younger professionals assume paying off the mortgage and student loans is the best use of their income. However, this is also the opportune time to start retirement savings to build interest over decades.
Risk adjustments – the closer people get to retirement, the lower the risk in the portfolio. With younger investors, higher risk options provide a higher yield.
Consider estate planning options – utilizing life insurance, trusts, annuities, and investments are critical in protecting your estate and assets. If you have not considered these types of investment possibilities, talk to a financial planner in Greenville, SC.
Not having a structured strategy for retirement can result in insufficient savings, increased taxes, and the risk of having to work longer than anticipated. To address these issues, working with a financial consultant is an important first step.
