Risk Management


Because protecting against risk is an inherent part of Financial Planning, Dixon Financial can help clients find the right insurance and annuity solutions to address the variety of risks you may face.

When it comes to insurance and annuities, our goal is to assist our clients with their current coverage, and close any gaps which may lead to unnecessary risk.  These types of coverage may include Life Insurance, Disability Insurance, Business Insurance and more. Adding Long-Term Care and Umbrella riders and policies can boost and supplement coverage gaps.

 As with any of our products and services, we have established a network of Partner Relationships to connect you with a trusted source for any other coverage that may be needed.  

 Implementing and streamlining your plans and goals, at the risk level you are comfortable with, is our priority at Dixon Financial.