Dixon Financial

Estate Planning

Our services

Save Today, Worry Less Tomorrow

Many people believe that estate planning is only for the very wealthy. However, this is not the case. Anyone and everyone can benefit from having an estate plan in place for what will happen to their assets after they die. Without an estate plan, your assets will be distributed according to the laws of your state.

This could mean that your loved ones do not receive the inheritance you intended for them to have. Additionally, if you have young children, you will need to designate a guardian for them in your estate plan.

Dixon Financial is experienced in estate planning and can help you and your family create a comprehensive plan that meets your unique needs and provides peace of mind for you and your loved ones.

our core values

Creating Peace of Mind for 25+ Years

Integrity

Honesty & integrity are crucial for managing our client's portfolios.

Attentive

We keep a keen eye on your portfolio to ensure risk is minimized and profits grow.

Dynamic

Situations always change.  That's why we stay up to date on the latest industry news.

Value Relationships

We greatly value our client relationships.  We give 1-to-1 attention to each and every customer.

Calculators

Calculate Your Future

Use our helpful calculators to get a better understanding of your finances and what you can do to start achieving your goals today.

Contact Dixon Financial Today

Phone Number

(513) 235-1859

Finance Calculators

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