Broker Check

What effect will taxes have on
your financial goals?

Our first priority is helping you take care of yourself and your family.
Dixie's Tax & Financial Services does this by uniquely combining
wealth management advice with vast knowledge of tax planning
and implications.

Discover Tax-Smart Investing

Whatever your aspirations, getting there requires a sound plan. You'll want a savvy financial
professional who can provide solid wealth management advice with a sharp knowledge of tax implications. 

The difference between being Tax-Smart and not is life-changing. 

Traditional financial professionals focus on maximizing pre-tax returns, but they miss
a big part of the picture. The average American pays $10,489 in income taxes1.
Over a 20-year period, that's more than $200,000.

1 SOURCE: USA Today "A Foolish Take: How Much Does The Average American Pay In Taxes?" October 7, 2017.

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We start with your goals and work backwards.

Wealth Management & Financial Planning

We create strategies that are tailored to your needs and goals.

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Tax Services

Years of experience have prepared us to guide you through your life transitions.

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1031 Exchanges

Defer recognition of capital gains and related federal income tax liability on the exchange of certain types of property.

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Medicare

We are here to give you peace of mind by helping you with every decision in your Medicare journey.

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Life, Disability, Long Term Care Insurance

What coverage is best for you?

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Bookkeeping and Payroll

Partner with us so that you can focus on what really matters—growing your business.

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About Us

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Useful Links

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