Jim Dillon, CFP®, ChFC®

CONNECT

Address:

9700 Business Park Drive, Suite 204
Sacramento, CA 95827

Phone:

(888) 554-2074

Our Mission Statement

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

Private Clients: We first need to understand what money really means to you. This is basically a discussion about your values more than money, per se.  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 (one that you're more likely to stick with).

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

In either case, we're proudly independent of any particular vendor for your investment or qualified plan needs. 

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