The process of retirement is maybe the most significant financial change of your life. It is an environment of deep potential and, to most people, overwhelming overwhelmingness. The decision on who to guide on this journey is important. The search for a real partner may be overwhelming in the world of generic financial advice and solutions that are one size fits all. This is where the difference between TruNorth Advisors is not only noticeable, but also necessary.
Their magic is not about a particular product or some kind of algorithm. It is an underlying philosophy. It is the unyielding adherence to a fiduciary standard, a fundamentally holistic process, and the skills of a team that will turn abstract aims into a tangible, stable reality.
Any discussion of investments or plans has to start with a more significant question, which is: Are you obliged to act in my best interest?
It is the key to what makes TruNorth Advisors an exception and a rarity. They operate as fiduciaries. It is not a marketing buzz phrase, but rather a legal and ethical requirement. A fiduciary may and must place your best interests in the forefront, which many other people in the business call advisors, including me, are held to a lesser standard of suitability. Always.
No Conflicts of Interest: Their advice is not influenced by any kind of commission or kickback in buying a certain product.
Complete Openness: They are directly related to your success. This organization cleanses the relationship of dirty motives, forming a relationship of pure and unclouded trust.
It is this commitment that forms the foundation. It makes sure that all suggestions, all plans, all tips are carefully made to serve a single purpose, which is to make the most out of you, not their bottom line.
A financial plan is not merely just a body of information; it is the blueprint of how your next chapter in life will be. It takes a talented and sensitive architect to draw up a blueprint. In the case of TruNorth Advisors, that leadership and vision are reflected in Matt Dixon.
Having over 24 years of experience (and with the RFC-registered financial consultant designation), Matt Dixon has developed a reputation for being able to decipher complex financial noise and turn it into a clear-cut action signal. He heads a group of people who do not subscribe to the cold, cut-and-paste model, which has become so prevalent. Rather, they are advocates of a high-touch and strongly personal approach.
The listening skill is the specialty of the team. They realize that retirement is not only a figure in a spreadsheet, but it is the freedom to travel, the comfort of supporting a family, the possibility of doing what you love, or it is the need to have a legacy. **Matt Dixon** and his crew are also skilled at configuring these deep, oftentimes emotional, ambitions and devising a long-term, mathematical scheme to actualize them.
The holistic approach to business is what makes TruNorth Advisors stand out. They know that there is an ecosystem in your financial life. The choice you make regarding your 401(k) will have an effect on your tax strategy. The effect of your tax plan on your Social Security. Your Social Security has an effect on your estate plan.
Their master flagship is called True North Retirement Plan, meant to be your one playbook. It makes sure that there are no blind spots. This is an all-encompassing strategy that addresses some of the most crucial areas that are usually ignored by the traditional planner: