SKIP DAWSON
Retirement Income &
Estate Planning Specialist
Long Beach, CA
Helping pre-retirees and retirees in Long Beach and nationwide protect, grow, and access their wealth with confidence.
Ways I Can Help You
Meet Skip
For years, I’ve helped individuals and families create strategies designed to protect their retirement, reduce taxes, and generate reliable income they can’t outlive.
My focus is simple: helping you make smarter financial decisions so you can retire with confidence — not uncertainty.
I work with clients to:
Turn volatile assets into predictable income
Reduce exposure to rising taxes and market downturns
Create tax-efficient income strategies for retirement
Ensure their estate plan is structured to protect their legacy and loved ones
While I’ve spent much of my career educating families on financial & college planning strategies, today my primary focus is helping clients transition from accumulation to distribution — so they can enjoy their money with clarity and peace of mind.
I believe the greatest value I bring is the ability to simplify complex financial concepts and turn them into clear, actionable strategies tailored to each client’s goals.