Helping families invest in a smart way for and through their retirement, drives everything we do. Our goal is to eliminate the pain of taxes and uncertainty of market fluctuation by using proven, tax free investment strategies as part of a full, holistic financial plan. We are a unique fiduciary firm that puts our client's best interests before our own.
We always seek to minimize conflicts of interest, be transparent and live up to the trust our clients place in our firm. We take our responsibility of acting on behalf of our client's with the utmost honesty and integrity. Matt is nationally recognized for his tax-free strategy approach to retirement income.
We always seek to minimize conflicts of interest, be transparent and live up to the trust our clients place in our firm. We take our responsibility of acting on behalf of our client's with the utmost honesty and integrity. Matt is nationally recognized for his tax-free strategy approach to retirement income.
Services
A comfortable retirement does not happen by accident. Our team at TruNorth Advisors wants to help you start planning for retirement early so your needs and goals can be met. We build custom strategies which prioritize growing your finances, protecting your assets, and enabling future giving. We help secure your assets so they will be available when you need them most in retirement.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
A comfortable retirement does not happen by accident. Our team at TruNorth Advisors wants to help you start planning for retirement early so your needs and goals can be met. We build custom strategies which prioritize growing your finances, protecting your assets, and enabling future giving. Retirement should be a time to enjoy the fruits of your hard work.
A comfortable retirement does not happen by accident. Our team at TruNorth Advisors wants to help you start planning for retirement early so your needs and goals can be met. We build custom strategies which prioritize growing your finances, protecting your assets, and enabling future giving. After you have worked hard for years, you deserve to enjoy a restful and rewarding retirement.
Reviews (4)
Peter Horgan
Jan 31, 2022
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I attended Matt Dixon's Social Security Know Your Options Seminar. It was packed with useful information, not just on Social Security but on retirement, taxation, and more. He polls the participants for whatever they're interested in, then covers it all and more. Everything is on the table. He's got great knowledge of the topics, and delivers it in a straightforward manner. You get a ton of information in the 90 minute seminar. And it's free.
Will Grant
Jan 13, 2022
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USE THESE GUYS!! There is no one better! No one better to trust. I've worked with Matt Dixon at TruNorth Advisors for almost 5 years. I have had other "brokers" that just wanted to charge me a fee and hardly ever looked at my account. TruNorth have managed my investment and retirement plan perfectly. Dixon helped me get clear on when to file for social security, adjusted my investments, and showed me how to minimize taxes on my assets and showed me how I could retire from work 2-3 years earlier than I planned. Time for the "honey do list." He and his team have helped me plan and get retired. They
Belle Tunstall
Nov 23, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Outstanding service and support from the TruNorth Advisors team. Matt Dixon provided me with completely personal and tailored investment advice. He has made a huge difference for my family members in their transition from working, earning, and investing, to worry free retirement. I can not recommend them highly enough!
Outstanding service and support from the TruNorth Advisors team. Matt Dixon provided me with completely personal and tailored investment advice. He has made a huge difference for my family members in their transition from working, earning, and investing, to worry free retirement. I can not recommend them highly enough!
Mart Harrod
May 24, 2021
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My time is valuable too! I scheduled an appointment 2 weeks out. Prior to scheduling I was told by Matt to not schedule unless I intended to show up because "it was wasting his time..." I got both a call and an email the day prior to my scheduled appointment to confirm. I showed up on time for my appointment and sat in the waiting room for over 15 minutes and no one even acknowledged that I existed... This is not a business I want to trust with my money...