Your retirement years are supposed to be full of days where you are engaging in activities that you enjoy. Perhaps you will learn new hobbies, spend time with friends and family, or finally travel the world. No matter what your ideal retirement looks like, you will never be able to truly make it a reality unless you start retirement planning now.
Matthew Dixon RFC in Asheville, NC, works with individuals who would like to reach their ideal retirement goals. He uses is a process that involves three basic steps. The first is listening to his client and trying to understand what an ideal retirement looks like to the client. It is great when couples visit because Dixon will be able to understand what both individuals would like to get out of retirement.
The next step Matthew Dixon RFC in Asheville, NC, uses is to examine the individual’s current financial circumstances. He may offer thoughts and suggestions on ways the individual can save money on taxes, increase their income, or save money. Every dollar saved now will benefit a person once they reach retirement.
The last step in the process is where Matthew Dixon will outline a customized retirement plan for his client. Following this plan means that the individual will reach their ideal retirement goals and not face financial stress later in life.
Matthew Dixon has been working in the finance industry for almost a decade. He is an author and is recognized nationally for the tax-free strategy he uses to help his clients with retirement planning.
