Broker Check
Jim Dillon CFP®

At Dillon Financial Services, we know that you want to be confident when you retire. To achieve that, you need a trusted partner to help guide you in transitioning from your working years into retirement.

The problem is you might be unsure, both emotionally and mathematically, about how to shift from accumulating assets to creating a lifetime of income that will support the lifestyle you desire. At the same time, you want to protect your loved ones from the inevitable challenges life will present. The fear of the unknown leaves you stressed and worried.

As a financial advisor, husband and father, I understand the weight of uncertainty and apprehension that comes with transitioning into a new phase of life—even while you’re staying true to your numerous current commitments. It’s a lot to figure out, and I can help.

I am committed to helping my clients with investment strategies to grow and protect not only their retirement lifestyle but also the lifestyles of their loved ones for years to come. Here is how I do it:

Your Journey to Retiring Confidently.

I make financial planning easy.

  1. Get to know you
  2. Identify goals, priorities, and values
  3. Create and implement your plan

Book a complimentary appointment now. In the meantime, click here to see the “5 red Flags of Retirement Planning”. Stop worrying about all the uncertainties of your financial future. Instead, retire with confidence knowing that you have a partner to help guide you through your unique transition to retirement

Jim Dillon, a native of northern California, has been working as a financial advisor with individuals and businesses in the Western United States since 2006. He lives in the Shingle Springs, CA area with his wife of 31 years.

Jim, a CERTIFIED FINANCIAL PLANNER and maintains a California Life and Health Insurance license (#0F21878), and the series 7, 63, and 65 securities licenses. He has a bachelors degree from CSU Chico in Computer Science with a minor degree in accounting.

Contact Jim for an appointment today.