Quality of Life

Our success is measured by our clients reaching their lifestyle goals and objectives.

Philanthropy and Charitable Giving

Many of our clients are passionate about their communities and the world at large. They make personal and financial commitments to organizations that improve people’s lives.

We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.

Dixon Financial Services has significant expertise in assisting clients with tax-intelligent philanthropic strategies. We are able to advise on tax-appropriate vehicles to use to accomplish a client's philanthropic objectives, as well as which assets make the most sense to use for funding such a vehicle. In addition, we have relationships within the community that can help clients identify the charities with whom they wish to partner in the pursuit of achieving their philanthropic goals.

Values Based Investing>>