Our Focus

Helping individuals discover, achieve and maintain financial happiness through customized solutions.

Client Service

At Dixon Financial Services, we have always believed that we can be most successful by concentrating our efforts on our existing clients. This allows us to focus our time and energy on helping our clients achieve and maintain financial happiness.

We focus on providing exceptional, reliable service to our clients and are here to help with all of their desired financial needs, no matter how big or small or unusual the request may be.

When you become a preferred client of DFS:

  • We become your Personal CFO.
  • We will provide you with personalized service. 
  • We will strive to be proactive in meeting your needs.
  • We will focus on delivering financial solutions customized to your needs and goals.

As your personal CFO, we can help you simplify your financial life with:

  • INVESTMENT- Assessment and access to investment vehicles (such as stocks, bonds, mutual funds, and annuities) that best fit your savings, educational and lifestyle goals and objectives.  
  • TAX PLANNINGTax credits and deductions, charitable giving and charitable remainder trusts.
  • RETIREMENT PLANNINGThe funding of appropriate retirement/tax deferred vehicles and analysis of income and capital needs for your retirement.
  • ESTATE PLANNING- Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.
  • INSURANCE PLANNINGAnalysis of insurance requirements. We work with high quality insurance providers to provide insurance for replacement value of lost income or estate value.
  • CHARITABLE GIVING - We help you fulfill your philanthropic goals and maximize the effectiveness of your charitable legacy. 

Customized Solutions>>