What We Do

Help clients strategize and plan for their most pressing and complex financial challenges.

With several decades of financial planning experience combined between them, David, Morgan, and Jacob bring a wealth of knowledge. Helping clients learn more about saving for retirement, striving to maximizing social security benefits, managing risk for oneself and family, assisting clients through the struggle of divorce, and being a guiding hand after the death of a loved one is their mission.

Dixon Financial Group, LLC assists our clients on their life journey. This journey begins from the early stages of starting a career to helping them decide which pension choices help them seek to maximize their retirement income while managing risk for their family. All the decisions one makes along the way can seem scary, but having a guiding hand can comfort our clients in knowing they are not alone.

Here at Dixon Financial Group, our primary objective is to work with our clients to help them find a path to achieving financial freedom. Everyone has a different vision of economic freedom, so we take an in-depth look into each of our client's lifestyles. David and Jacob hold the CERTIFIED FINANCIAL PLANNER™ designation and follow the financial planning process.

Establish a relationship
Learn your goals and aspirations
Analyze your strengths and weaknesses
Develop recommendations
Put your plan into action

Wealth Management

We help our clients work towards accumulating, preserving, and maintaining wealth. You've worked hard for your retirement, and you deserve to have a wealth advisor who will work just as hard to keep it. Financial independence is essential.

DFG is committed to helping you pursue financial freedom using customized and diverse portfolios, sophisticated technology, and tactical decision-making processes. We center our investment strategies around our Income for Life Model to help you pursue a stream of income throughout your retirement.

Retirement & Estate Planning

Designing a legacy consistent with your dreams and values is a personal and intricate process tailored to each client's needs. Dixon Financial Group is committed to helping you with your estate planning. Retirement accounts such an IRA and 401(k) require experienced insight and knowledge when incorporating these assets into a comprehensive estate planning process.

Our comprehensive approach to estate planning takes advantage of all available strategies to seek cohesion in your financial and investment plans. Effective estate planning and management require us to work with your CPA and Estate Lawyer to mitigate unnecessary taxation and provide clarity and direction where needed.

Our business is built on a foundation of thoughtful client relationships.

Insurance & Protection Services

Dixon Financial Group is independent; therefore, we seek appropriate companies and products for your insurance needs.

We provide a complimentary audit of your existing policies for those with current insurance. This valuable audit is an in-depth review to ensure the proper coverage is in place relative to your goals.

Tax Planning Strategies

Intelligent investors realize that it's not how much your investments return but rather how much of the growth you can keep. At Dixon Financial Group, we understand the importance of recommending to our clients suitable, tax-efficient strategies seeking to reduce the impact of taxation, both now and in the future.

We work closely with tax professionals and commit to ongoing education to stay current with constantly changing tax laws. In doing so, we have a greater understanding of how tax laws may impact your investment strategy to help you strive to keep more of your hard-earned money.

Dixon Financial Group, LLC and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

For more information about the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

team@dfgadvisors.net | (702) 982-2479