There are some things in life that are essential to do right the first time. Taking care of your health, family, and career are important, but so is planning for the future. Individuals and couples in Seneca, SC, can work directly with Matthew Dixon, a leading Registered Financial Consultant and expert on retirement planning.
Unlike cookie-cutter approaches to retirement planning recommended in blogs or online articles, Matthew Dixon offers a customized and tailored approach to planning and investing. He works with you to determine your long-term goals, then develops a strategic approach to meet or exceed those goals when you are ready to retire.
There are several reasons to choose to work with Matthew Dixon for your financial planning. As a recognized author, consultant, and expert on the subject, he brings both expertise and experience to financial planning discussions with his Seneca, SC, clients.
Your Goals Can Change
It is not uncommon for people to have retirement goals in their 20s, 30s, and even 40s that change. Marriage, children, divorce, health issues, or even changing careers can all impact retirement age and plans.
Working with a financial planner allows the retirement plan to adjust for those goal changes, keeping pace with your requirements.
People often choose to work longer or move from full to part-time as they move into their 50s and 60s. This is particularly true for business owners and entrepreneurs. Many even choose to start a new endeavor after “retirement” from their career.
Understanding how this impacts taxes and the use of retirement funds is essential to know before making any financial decisions.