Planning for Your future.


Dixon Financial


Estate Planning

If you own something, and you love somebody, you need a legacy plan. Many people think legacy planning is all about tax planning, but there are many factors to consider. Many also think, “If I don’t have an estate over $1M or $2M, I don’t need an legacy plan” and that is simply not the case.

Estate Planning›

Income Planning

One goal that many of us have in common is that of planning for a comfortable and secure Retirement.  Preparation for retirement is grounded in having the proper financial plan.  While this may be a simple concept, an accurate and thorough plan can give peace to families throughout the wonderful, as well as the difficult times of life. 

Income Planning

Long Term Care

Your business is valuable.  Your time is valuable. You want to protect both.  The purchase of business insurance can be perceived as a difficult process.  We're here to provide solutions for your business insurance needs to protect your company. Also we will guide you through the process and make it a smooth one. We will do the work and research to protect your time.

Business Insurance ›