Dillon Financial Planning is committed to providing independent, objective advice to people from all walks of life.
Through the advantages of competent, professional financial planning, we seek to empower our clients to make the best financial decisions possible.
We enthusiastically specialize in serving middle-income Americans and proudly provide objective financial planning and advice on an hourly basis.
No sales, no run-around. Just competent advice.
Objective Financial Advice You Can Trust
As hourly fee-only client fiduciaries, our advice is customized for you and delivered to serve only your best interests. We are not affiliated with any bank, brokerage firm or insurance company. Because we do not sell financial products like investments and insurance, there are no third-party relationships or outside influences to color our thinking and financial recommendations.
This enables us to offer unbiased advice regarding the various solutions that may be appropriate for you. For instance, if you need to obtain an insurance policy, invest in a portfolio of mutual funds, or find an estate planning attorney or tax professional, we can direct you to the resources you need and/or help you obtain these products and services. If appropriate, we can also help you implement your plan and set up your accounts.
Since we are compensated only on an hourly fee basis – that means we work solely for you!
A Fee-Only, RIA Firm
As a fee-only financial planning firm, Dillon Financial Planning accepts no commissions, referral fees, or other third-party incentives based on any products that we may recommend to you. As a Registered Investment Advisory firm, we are committed to acting with your best interest in mind at all times.
Certified Financial Professionals (CFP®)
Our team of financial planners are CERTIFIED FINANCIAL PLANNER™ professionals. They were granted permission to use the CFP® mark of distinction after having met the rigorous educational, experiential, and ethical requirements of the CFP Board.
In addition, they are required to have passed the two-day CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
CFP® professionals must also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.