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.

Professional Achievements

1

TruNorth Advisors
Owner

2014 – Present

2

IARFC
RFC Designation

2017

3

MBD Services
Partner

2012 – 2014

Clients 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. He helped me get more money for my retirement and it was such an easy process. I feel comfortable working with him and his staff at TruNorth.

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

01

Wealth Management

Reaching your long-term goals will not happen by accident. The strategic choices you make along…

01

Wealth Management

Reaching your long-term goals will not happen by accident. The strategic choices you make along…

02

IRA Distributions

It is a common misconception that IRA distributions are counted as normal earned income, which…

02

IRA Distributions

It is a common misconception that IRA distributions are counted as normal earned income, which…

03

Tax-Smart Investing

Taxes are important to consider when choosing how, when, and where to invest. The decisions…

03

Tax-Smart Investing

Taxes are important to consider when choosing how, when, and where to invest. The decisions…

Greenville Office

12 Parkway Commons Way
Greer, SC 29650

Seneca Office

4 Leas Courtyard Drive
Seneca, SC 29672

Ashville Office

15 Loop Road
Arden, NC 28704

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