Comprehensive Financial Planning

We believe that Financial Happiness is achieved when the decisions you make in implementing your lifestyle objectives are in balance with your core values and your financial resources. Dixon Financial Services will work as your personal CFO to implement core financial strategies that help you to achieve and maintain your personal goals.

Our unique approach to lifestyle planning includes working with you to establish what’s important about money to you, to look at your own individual needs and desires and to make informed financial decisions. We work with you to develop a plan for your financial needs and objectives, based on healthy desires and focused on the things you can control. With this foundation we then implement customized solutions that support your financial happiness.

We offer a variety of services from goal-setting and cash flow projections to tax, insurance, estate, and philanthropic planning. In reaching your financial lifestyle objectives there can be many professionals helping you along the way. We believe in utilizing a Financial Advisory Team to help manage your resources and to provide you with beneficial solutions. Our objective is to coordinate, as desired and requested by you, the activity of these advisors so that they work together to effectively plan for the Critical Financial Events in your life.

Customized Solutions

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. 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.

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 PLANNING- Tax credits and deductions, charitable giving and charitable remainder trusts.

RETIREMENT PLANNING- The 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 PLANNING- Analysis 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.

This all starts with an analysis of your individual needs and the development of a customized plan to address those needs. We believe that individual investors need to implement and adhere to personal investment policy statements that are designed to meet their desired goals and financial lifestyle objectives. Through our high-quality service, we personally tailor the development, implementation, review and monitoring of financial investment strategies that align with your unique financial lifestyle objectives.

Disciplined, Values Based Investing

As a Fee-Based, independent Registered Investment Advisory firm, Dixon Financial Services has the flexibility and fiduciary responsibility to manage client portfolios based on the client's best interests rather than Wall Street noise.

We focus on:

  • Achieving a rate of return to meet your individual needs on your investable dollars.
  • Providing a balanced investment strategy to meet your long-term needs.
  • Selecting balanced investments that can provide liquidity for short-term needs and to maintain flexibility to meet changes in objectives and market conditions.
  • Maintaining diversification among available marketplaces to protect principal.
  • Continuous monitoring of investment strategy and financial plans.

Our investment approach:

1. Focuses your investment portfolio on meeting your life goals. It is an approach designed to help you manage your most important goals rather than to short-term market trends.

2. Is based on science and academic research. It combines the latest discoveries in economics and investing with more than 80 years of market data and insights as well as in-depth studies of investor psychology and behavior.

3. Is a disciplined and structured approach. It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.

Values Based Investing:

The impact of our advice and investments on the larger community is also core to our focus. While there can be many challenges with socially and enviornmentally responsible investing, we are proud to offer solutions and vehicles that overcome these obstacles and still provide global diversification. To date, these funds have fulfilled their objective of shifting capital towards the most environmentally or socially responsible corporations, while closely tracking benchmarks.

We are actively seeking to expand the positive good that can be expressed in the world through the allocation of our clients’ funds, as we believe this expresses our values, reduces legal and regulatory risk, and enhances the potential for long-term, sustainable social structures and investment returns.


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.

Let's begin.

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