I am not your typical financial advisor. As a matter of fact, my road to becoming an entrepreneurial financial advisor isn’t your average story at all. I often refer to myself as the “accidental entrepreneur,” because I had no intention of becoming an independent advisor, never obtained any grandiose visions of owning or operating a business, or becoming the host of a talk radio show.
My original vision was typical, work in corporate America for 30 plus years, help as many families as possible and then retire. But I became dissatisfied with the cookie cutter corporate model of financial planning and the one size fits all “mass affluent” recommendations. I believe that your goals, your vision, your dreams, are unique to you and your roadmap to success should reflect your uniqueness. I believe things happen for a reason, and now that I have become independent, I only wonder why I didn’t transition sooner.
I’ve had the opportunity to invest 10 years of my career working for some of the largest banking and investment firms in the world, doing what I love, which is helping families create plans to reach their future financial goals. Through this journey, I have learned that my true passion is working with Generation X. I am a Gen X-er and can personally relate to some of the unique challenges that my generation faces. The "sandwich" generation faces insufficient retirement savings, worries about our aging parents, concerns about our kids' college costs, and being the first generation to experience the paradigm shift from the "safety" of pensions to the uncertainty of 401ks and IRA's
This desire to focus on Gen X led me to create J. Dishon Financial LLC., where I am able to work independently and provide you sound guidance and tailored solutions based on your needs and concerns. If you have goals concerning retirement planning (IRA's, 401k plans, and rollover consolidation), budgeting, college planning, wealth strategies, and protecting your assets, then reach out to me today. Let’s make your goals reality!
I am truly blessed to fulfill my passion, tackling the many challenges Generation X. Reaching any goal is possible with the right plan, mindset, and work ethic in place. Let's talk about your goals and concerns today, J. Dishon Financial is where goals are borne to succeed!
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