Complex Cases
We work with a team of strategic partners to offer expert advice in all areas of financial planning. These include CPAs (business and individual), attorneys, banks, life and health insurance, and 401k providers.
Asset Allocation Recommendation
We offer strategies in wealth preservation, 401ks, IRAs, insurance and personal investments. Investments covered include mutual funds, stocks, bonds, Real Estate, managed accounts, and annuities.
Financial Status Evaluation
This specific service is designed to analyze, confront, and solve your needs. We provide customized solutions to all of our clients. We will work with you throughout the entire decision-making process. Contact us to find out how we can help today.
Call us today at 734-692-7900, or send us an email to arrange for an initial consultation.
Working Together
Dixon & Associates
Dixon & Associates provides you with a professional, personalized relationship. One that offers expert advice and full-time portfolio management to help you with your financial needs.
Registrations
Registered Representatives offering securities and Advisory Services through Independent Financial Group, LLC(IFG), a registered broker-dealer and investment advisor. Member FINRA and SIPC. IFG and D&A are not affiliated entities. Office of supervisory jurisdiction: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130
Licensed to sell securities in the following states: CA, FL, IA, MD, MI, WA. Licensed to sell insurance in MI. Michigan Insurance License 0093527. Dixon & Associates and Independent Financial Group, LLC are independently owned and operated.
Information provided is from sources believed to be reliable, however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.