Retirement Stepping Stones

Find Meaning, Live with Purpose, and Leave a Legacy

Tony Hixon

Continue a life of meaning beyond retirement

In 2002, with his business partner, Adam Zuercher, Tony Hixon launched Hixon Zuercher Capital Management—a fee-only wealth management firm. Tony wanted to help clients ensure that they wouldn’t outlive their money—and possibly even have enough saved to accomplish their bucket-list goals. However, after several years of running a numbers-first business and serving his clients well in their financial lives, a family crisis changed his thinking.

Tony’s mother retired from her job as the director of a hospice agency, and she quickly fell into a deep depression as she lost her purpose and fulfillment derived from a lifelong career she had been passionate about. On March 22, 2011, Tony’s mother tragically took her own life. After this life-changing tragedy, Tony made it his goal to help pre-retirees not repeat the mistakes his mom made as she transitioned from her career into retirement. You need a plan for both your finances and your lifestyle.

Retirement Stepping Stones will help ensure that your retirement brings you pleasure, serenity of mind, and the enjoyment of a life well-lived. That your transition is from success to significance. That you find a newfound hope and a newfound purpose. That retirement brings you your best years.

Tony Hixon is a Co-Founder and Chief Operating Officer of Hixon Zuercher Capital Management. He has been providing financial advice to his firm's clients since 2003. After having gone through a tragic experience with his mom, he now approaches financial advice in a different way. "I firmly believe that our clients aren't served when we only look at the numbers," he says. The entire Hixon Zuercher team focuses on a holistic approach when working with pre-retiree clients because, through Tony's experience, they've seen firsthand the effects of not having a plan to live a goals and values-based life beyond a career. Tony recounts, "If finances are the only thing we consider, we overlook the wellbeing of our clients and the long-term satisfaction they'll receive from having a financial plan in place."