Dillon Financial Services

Dillon Financial Services You've worked hard. Have a plan. Make the most of your investments. Don't settle.

Navigating Fiscal Dramas and Market Downturns: What You Need to Know
09/28/2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down fo...

How to Stop Subconsciously Sabotaging Your Financial Goals
08/24/2023

How to Stop Subconsciously Sabotaging Your Financial Goals

How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and s...

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
08/09/2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.

5 Amazing Places to Retire Outside of the U.S.
08/09/2023

5 Amazing Places to Retire Outside of the U.S.

Would you enjoy your retirement more in the U.S. or abroad?

Demystifying Auto Insurance Rates and How to Lower Them
02/08/2022

Demystifying Auto Insurance Rates and How to Lower Them

For some people, getting an auto insurance quote is a lot like spinning a roulette wheel; you don’t know what will come up, and each time you spin it (getting quotes from different companies) it’s always different. Worse, there doesn’t seem to be any rhyme or reason for the quote.

Three Ways to Lower Your Insurance Costs This Year
02/08/2022

Three Ways to Lower Your Insurance Costs This Year

If you haven’t reviewed your insurance coverage in a while, you might be surprised with how many ways you can save costs. Here are three tips for lowering your insurance costs while improving your coverage in the coming year.

Protect Your Business (and Your Family) with a Buy-Sell Agreement
01/25/2022

Protect Your Business (and Your Family) with a Buy-Sell Agreement

Imagine the following scenario: You run a successful business with your business partner of 20 years. Your business partner dies unexpectedly. After the funeral, your deceased partner’s spouse shows up at your office with her two grown children. They ask for the key to your partner’s office – ...

High Net Worth Families Need a Complete Risk Management Plan
01/18/2022

High Net Worth Families Need a Complete Risk Management Plan

Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem of risk at every level of a family’s lifestyle in order to ultimately arrive at a solution for each. Each risk calls for separate measur...

What are Disabilities Policies and Why Would You Need One?
01/12/2022

What are Disabilities Policies and Why Would You Need One?

The prospect of suddenly having to face life with a disability that limits your ability to work in the way you’re used always seems unlikely. Disability is something other people face, maybe in old age, but not you. While disability insurance may seem unnecessary right now the facts give cause for...

Beneficiary Benefits—Keeping Designees Updated Matters Big Time
01/04/2022

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter...

Term vs. Permanent Life Insurance: What You Need to Know
01/04/2022

Term vs. Permanent Life Insurance: What You Need to Know

All of the various forms of life insurance – whole life, term life, variable life, universal life and the dozens of variations of each – can be distilled down to just two types: Term and Permanent.

Why You Need an Investment Philosophy
12/21/2021

Why You Need an Investment Philosophy

It may be easier to stick to your financial goals if you have a strong investment philosophy in place.

Address

9700 Business Park Drive, #204
Sacramento, CA
95827

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

http://www.finra.org/, http://www.sipc.org/

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