One of the advantages of working with Matt Dixon, Registered Financial Consultant, is the benefit of having the expertise and experience to explore all your retirement savings options.
Using a three-step approach to retirement planning, Matt Dixon works with individuals and couples in and around Greenville, SC, with all different types of retirement goals. In his process of discovering your needs, evaluating your options, and planning your retirement, Matt Dixon creates a plan that is ideal for each client at all stages of their life.
In addition to working with a Registered Financial Consultant to develop your extended retirement plan, there are other professionals who may be of benefit. These professionals work with you and your plan and goals to provide different options and levels of financial protection.
Tax Planning
Tax planning can be complicated for individuals in Greenville, SC. Managing your income to reduce taxes is always a critical part of effective wealth management. Tax planning may also be necessary after a large inheritance or increase in income.
Estate Planning
Estate planning is not just for the wealthy. Protecting your assets and limiting the tax liability to your beneficiaries should be a consideration for anyone with savings, assets, or if the estate is complicated with multiple properties or properties in different states or countries.
Trusts
Setting up trusts can be an effective way to protect your income and reduce your taxes. Talking to a professional specializing in trusts is essential before taking any action.
