Get to know SAMUEL J. DIXON, RFC

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SAMUEL J. DIXON, RFC

SAMUEL J. DIXON, RFC is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.

Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.

Samuel is an Investment Adviser Representative of AE Wealth Management, LLC. He has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.

Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.

Sam Dixon In the News

Crafting a Budget For Your Retirement Income Needs – The Street. July 8th, 2021

3 Moves Millennials Must Make to Retire Early – Newsmax Finance. August 2nd, 2019

One Retirement Age Milestone People Tend to Forget – Kiplinger. August 30th, 2019

Don’t Let Your 401(k) Go Solo – Your Retirement Needs Backup Investments – The Street. December 14th, 2020

Is the Pandemic Affecting Your Retirement Plans? – The Street. August 13th, 2020

The Dos and Don’ts to Help Safeguard Your Retirement Future – Finance Insights. May, 2021

Social Security: The Basics of When to Claim Your Benefit. – Kiplinger. January 13th, 2020

 

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