Services That Dixon And Company Offer
We have a lot of services to offer to help shape your financial future. Take a look at our services below and let us know if we can help.
-
Investments
SEEK TO GROW YOUR WEALTH THROUGH INVESTMENTS
Investing in stocks, bonds and other investments can help you as you aim to grow your wealth but, before you buy any investment, you need to identify your investing goal, the amount of risk you are comfortable with and when you will need cash or income from your investments. A financial planner can build an asset allocation based on your answers and recommended what to buy, when to buy and when to sell.
-
Retirement Income
START PLANNING YOUR FUTURE TODAY
Many retirees worry about running out of money. If you do not have a pension from your employer, it's important that we talk at least ten years before you plan to retire. We can show you how to use a portion of your assets to help supplement Social Security with an income stream designed with the goal to provide income you cannot outlive.
-
College Planning
PLAN FOR YOUR CHILD'S FUTURE
A financial planner can advise you about various education savings options and help you to decide which is best for you and your children. Using a qualified tuition plan, grandparents can transfer significant assets to their grandchildren for their college education.
-
Insurance
PROVIDE FOR THE PEOPLE WHO DEPEND ON YOU
There are many types of insurance, but there are four types everyone should consider. Assuming you have health insurance, you need life insurance and disability insurance to protect your income. As you age, you should also consider purchasing long-term care insurance to offset the medical costs of in-home or skilled nursing facility.
-
Financial Planning
TAKE CONTROL OF YOUR WEALTH
This is the core of what we do. A formal, written financial plan is the beginning of taking control of your wealth and using it to help you pursue your unique goals. From beginning to end, the process includes at least four meetings, but it results in a document that has multiple benefits to you. We will guide you to implement plan strategies over the twelve months following the completion of your plan.
-
Charitable Giving
GIVE TO THE CAUSES YOU BELIEVE IN
Many of the people we work with have a charitable intent. They want to give to a special cause, support an alma mater, or leave a legacy for a non-profit organization. We can discuss various giving strategies to maximize your tax deduction and perhaps provide an income stream for you as well.
