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PROFESSIONAL FINANCIAL PLANNING FOR CCCU MEMBERS

"Working Towards Accumulating, Preserving, and Protecting Wealth"


Clark County Credit Union has teamed up with David Dixon, founder of Dixon Financial Group, LLC to create The Investment Center @ CCCU. This arrangement allows us to provide access to David Dixon’s team, which has over 55 years of planning and investment experience, along with the financial strength of LPL Financial, the largest independent brokerage firm in the United States.*

Investments

  • Mutual Funds
  • Unit Investment Trusts
  • ETFs
  • Managed Accounts
  • Brokerage Accounts
  • REITs
  • Variable, Fixed, & Index Annuites
  • Stocks
  • Bonds

Financial Planning

  • IRA
  • Roth IRA
  • SEP (Simplified Employee Pension)
  • Simple IRAs
  • 401k
  • 403b
  • Estate Planning
  • Social Security Income Distribution Planning
  • Tax Reduction Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Tax Reduction Planning

David S. Dixon, CFP

Branch Office Manager

David S. Dixon, CFP

Morgan Baum

LPL Investment Advisor Representative

Morgan Baum

Call Today (702) 939-3201
2625 N Tenaya Way, Las Vegas, NV 89128

*Based on revenue, as reported in “Financial Planning” magazine, June 1996-2016