IRAs & Retirement Planning

Planning for Retirement with Dixon, Hubard, Feinour & Brown, Inc.

Establishing an Individual Retirement Account is a significant part of any effective retirement savings plan. Our portfolio managers strive to combine steady long-term growth with protection against unnecessary risk.

Before we recommend any investment plan, our registered investment advisers seek out securities that can perform reliably under all market conditions. We pay close attention to the long-term prospects for a particular asset or security type and consider how it will fit within a client’s broader portfolio and financial goals.

We keep abreast of the ever-changing tax regulations concerning retirement plan contributions and withdrawals and how they may impact clients’ investments. We stay in touch with clients and their tax/estate planning advisors to ensure our portfolio management complements the clients’ other financial planning needs.

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Retirement Planning Factors

Our advisers will listen, advise, and work with a client to effectively manage their portfolio, taking the time to inform them on important factors to consider and to explain the pros and cons of different investment approaches. These factors include:

  • Short-term vs. long-term investments
  • Importance of tax-deferred asset growth
  • Ensuring growth of principal to keep up with inflation for future spending