Matthew J. Dixon, RFC
Qualified Financial Professionals
Welcome
Your Retirement Plan
Your retirement plan matters. We care too much to let you close your career without a retirement plan that will benefit your future. At TruNorth Advisors, partner and financial advisor Matt Dixon strives to provide you with the most efficient and effective retirement strategies.
About Matt Dixon
Matt Dixon is nationally recognized for his tax-free strategy approach to retirement income. Graduating from Utah State, Matt is a Registered Financial Consultant who is dedicated to providing the best possible retirement options for his clients. He has over eight years of experience in the financial services industry and has been an educator to the public for three years. Earning his RFC designation in 2017, Matt is proud to be Ethics Approved and apart of the IARFC. Matt and his team at TruNorth Advisors aim to bring complete satisfaction to every individual that they encounter.
In TruNorth Advisor’s most recent book titled RITE (Retirement Income Tax Exempt), author Matt Dixon offers insightful and strategic methods that are proven to help you achieve the retirement you desire. He refers to retirement as “the new unemployment,” and urges individuals who are approaching this next step in their life to plan carefully. Matt Dixon is determined to ensure that you have a retirement plan established well in advance, resulting in a peaceful, stress-free transition into the next stage of your life.
How It Works
01
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement look likes.
02
Evaluate
Using the TruNorth process, we will examine your current financial situation and determine your retirement needs.
03
Plan
Recieve a custom strategy to help you reach your unique retirement goals.
Client Reviews
Matt at TruNorth has really worked with me in getting my future planned out. There was no pressure during the process, and he was always very patient with my questions and concerns. I couldn’t ask for a better advisor.
Mark M.
Working with Matt has been a pleasant process. He has put me in the best financial situation and has set me up long term. I’m very pleased with his suggestions and thoughts. He helped me lower my taxes on many different assets.
Heather L.
I was a little skeptical at first of the things I was hearing while sitting in the social security workshop. After booking an appointment with Matt, I could tell right off the bat that he was extremely knowledgeable and passionate about this business.
Roger R.
You Are Our First Priority
At TruNorth Advisors, Matt Dixon and his team of professional financial advisors want the best possible outcome for your future. Our goal is to structure your plan in a way that will ultimately eliminate the possibility of financial stress down the road. Visit our Website to learn more about who we are and why TruNorth Advisors is the right fit for you.
Blog Posts
Tax-Smart Investing
Taxes are important to consider when choosing how, when, and where to invest. The decisions you make could significantly impact how you are able to reach your goals. The better investment choices you make, the more progress you will make for your future. At TruNorth...
IRA Distributions
It is a common misconception that IRA distributions are counted as normal earned income, which could potentially hurt your Social Security Income. if you are taking it before the age of 66, that is simply not true. It is considered investment income. At Tru North...
Wealth Management
Reaching your long-term goals will not happen by accident. The strategic choices you make along the way can determine your comfort level in the future. Especially for clients with high net worth, wealth management can be vitally important for protecting and maximizing...
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501 River St. Suite 101
Greenville, SC 29601
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Clemson, SC 29631
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30 Town Square Boulevard, Suite 201, Asheville, NC 28803