Broker Check

What We Do



Wealth Management

We help our clients work towards accumulating, preserving and maintaining wealth. You've worked hard for your retirement. You deserve to have an advisor that will work just as hard in seeking to preserve it. We believe financial independence is important, and we commit to help you pursue financial independence 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.

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

 *There is no guarantee that a diversified portfolio will enhance overall returns or outperform a no-diversified portfolio. Diversification does not protect against market risk. Diversification does not protect against market risk. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

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 plan your estate. Retirement accounts such as IRA’s and 401k’s require special insight and knowledge when it comes to incorporating these types of assets into a comprehensive estate planning process. Our comprehensive approach to estate planning takes advantage of all available strategies to seek out cohesion of your financial and investment plans. Through an effective estate planning design and management, we will work in sync with your CPA and Estate lawyer in seeking to mitigate unnecessary taxation and provide clarity and direction wherever needed.

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


 


Insurance & Protection Services

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

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

  • life
  • disability
  • wealth transfer
  • key person
  • business succession planning
  • various special contingency needs such as long-term care coverage.

 

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 constant 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.