Sonepco Federal Credit Union
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Financial Planning



NEW! - Roth IRAs can help you plan for retirement!
Click here to learn about new rules for Roth IRA conversions and discover ideas for reaching your savings goals.

 

Have questions about which financial services or plan is right for you?

SONEPCO has partnered with Dixon Financial Group, LLC to offer you quality financial services, products and planning strategies from expert financial professionals you can trust.

David S. Dixon is an experienced Certified Financial Planner with over 20 years of planning and investment experience along with the financial strength of LPL Financial, the leading independent brokerage firm in the U.S.

Mr. Dixon is well versed in Retirement and Estate Planning and Tax-Favored Investing. With millions of dollars effectively managed in retirement accounts, and most of his clients either approaching or enjoying retirement, Mr. Dixon’s primary focus is preserving each client’s retirement assets by using investment strategies designed to reduce and/or eliminate tax liability.

You can trust Dixon Financial to offer you quality guidance regarding:

  • Retirement and estate planning
  • Retirement distribution planning
  • IRA’s and IRA rollovers
  • Simplified Employee Pension Plans (SEP)
  • 401k and pension plans
  • Mutual funds
  • Stock and bond trading
  • Fixed and variable annuity products
  • Unit investment trusts
  • Fee based investment management
  • Life insurance
  • Disability insurance
  • Long-term care insurance

Visit Dixon Financial Group’s web site at www.dixonfinancialgrp.com for more information about their products and services, or contact David Dixon directly at:

Dixon Financial Group, LLC
7881 W. Charleston, Suite 250
Las Vegas, NV  89117

Phone: (702) 579-7053
Fax: (702) 579-7033 
Email: david.dixon@lpl.com


If you have questions about our partnership with Dixon Financial Group or the services they can offer you, please call (702) 871-0977 to speak to a Member Service Representative.



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