Sandon Nixon

Licensed Annuity Investigator

More About Me

My name is Sandon Nixon. I specialize in helping Americans create financial security in retirement. I serve clients all over the country looking to generate more retirement income and build protection into their portfolios using annuities.

Despite the ups and downs in the market, the impact of inflation, and the unexpected what-if scenarios that arise, there are strategies you can put in place right now, to ensure that you won’t run out of income while protecting your retirement savings.

I started working in financial services in January 2007. The “Great Recession” (Global Financial Crisis), kicked off in December of the same year, creating a turbulent environment for retirees and near retirees. For 10+ years, I helped financial advisors across four states create and implement retirement income plans.

During this time, I learned a lot about retirement income planning using annuity solutions for clients who wanted protection in their retirement portfolios, their income plans, and beyond. The evolution of annuities and the many benefits they provide make them an indispensable tool for millions of Americans. And, the one universal aspect of all annuities: they can provide protection in retirement.

Client interest in protection remains top of mind these days. For me, financial security goes beyond the numbers; it’s about ensuring your peace of mind, lifestyle, and independence. By understanding each client’s unique needs and goals, I build personalized plans to provide the protection you need, no matter what happens in the market.

In 2007, I received several licenses including the Series 6 and 63. I hold Life Insurance Licenses in multiple states, as well as an Arizona Real Estate License. I have worked extensively on complex senior real estate cases supporting individuals, families, and family trusts as a referral partner to Estate/Elder Law Attorneys, Licensed Fiduciaries, and Geriatric Resource Agencies.

I graduated from the Catholic University of America in Washington DC with a business degree. Born and raised in Wilmington, Delaware, I have called Scottsdale, Arizona home for the past 17 years. When I’m not working, I love traveling with my family, outdoor activities, and charity work with Alzheimer’s and veteran organizations.

While I am currently living in Arizona, through our advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients, and to share computer screens so we are all on the same page. I can show you first-hand how various income and protection strategies may work for your specific goals.

I do my best to take the mystery out of annuities by answering the most commonly asked questions in a simple, personalized way. All my meetings are conducted over the phone and virtually, so you don’t need to leave your home or travel to my office for our appointments.

Feel free to reach out to me for retirement planning guidance, and annuity recommendations, or to review your protection goals. I welcome the opportunity to help you as a trusted advisor.

Sincerely,
Sandon Nixon