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Why We Do It

The Mission

Dixon Financial Group, LLC, has a dual mission. First, assist you in working towards Accumulating and Preserving WealthSecond, help you Avoid Retirement Planning Disasters.

These two objectives go hand in hand:

  • You will build wealth over time by consistently saving and investing with quality investment managers.
  • Utilizing this wealth for retirement income purposes, passing retirement assets on to heirs, or moving retirement assets from one account to another can cause significant tax losses and penalties if you do not take the proper steps.

Therefore, you will build wealth at Dixon Financial Group, LLC and avoid unforeseen disasters.

Business Philosophy

Investing and retirement planning can be complicated and confusing. We aim to work with you to dispel the myths associated with these subjects and provide a clear, understandable, realistic view. Our firm utilizes a systematic process that evaluates your risk tolerance. 

Our investment philosophy centers on pursuing Real Returns, investing to achieve a mix of different income streams instead of chasing phantom appreciation. If you want income, you can reinvest without complexity.

We define a Real Return as income. We strive to provide income from as many sources as possible, including interest, dividends, and rental income. When funds are received and reinvested, it offers an opportunity to grow one's revenue over time. Growth of one's assets is also essential, but we try not to chase appreciation, which is often challenging. Before making any investment decisions, we require our clients to answer this question, "What is the purpose of this money?". Once that is defined and understood, we work to provide recommendations that may have the best possible opportunity to meet the purpose outlined. Because we know that money you have invested, is your money, not ours; your interests and needs come first.

It is most people's goal to accumulate wealth and create various sources of income. Income provides for a self-reliant and stable living. It is also the goal of most people to preserve their savings and investments from a loss that can come from various sources, including market volatility, confiscatory taxes, or bad decisions that often occur due to a lack of information or understanding. Our objective is twofold, seek first to understand and second to be understood.

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