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Jim Dillon, CFP®, ChFC®

9700 Business Park Drive, Suite 204
Sacramento, CA 95827
Phone:
  • (888) 554-2074

Do you know how much money will you need to retire? Click here to book a consultation and find out today.

Mission Statement

Dillon Financial Services is in business to help individuals and companies achieve their financial goals.

Private Clients: We start with a discussion aimed at uncovering what money really means to you. Is it financial freedom, travel, philanthropy, education for loved ones? Once we have a handle on your financial values we can begin to put a truly meaningful financial plan in motion.

Question: What amount of money will you need to retire in an independent and dignified manner? If you don't know what your number is, click here and request a no cost, no-obligation consultation. Do this now. I will personally sit with you and we'll figure this out. The longer you wait, the more you'll need to save each year.

Company retirement plans: What is it that the retirement plan sponsors want to accomplish with the firm's plan? Our aim is to provide the best overall retirement plan that addresses the goals of the company while keeping overall costs and liability to the sponsors as low as possible.

Question: Did you know that as a 401(K) plan sponsor, your personal assets are exposed to fiduciary liability? If you'd like to reduce that liability click here and request a no cost, no-obligation consultation.

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Please feel free to contact us with any questions.

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Flipbooks

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Calculators

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck