We Manage More Than Your Investments

We Manage What Your Investments Need to Accomplish

Portfolio strategy, tax strategy, retirement income, and legacy planning coordinated by one trusted team. Independent Fiduciatary guidance.

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WHO WE SERVE

You’ve Done a Good Job Saving. Now You Want to Know You’re Doing the Right Things With It.

We work best with people approaching or enjoying retirement who have accumulated meaningful savings and want a trusted team to help manage what comes next.

You don’t need to become an investment expert, tax expert, or retirement-planning expert. Our job is to understand the details, explain what matters in plain English, and help you make thoughtful decisions.

  1. Am I on track?

  2. How much can i reasonably spend?

  3. Is my portfolio positioned appropriately?

  4. Are we making smart tax decisions?

  5. Will my wealth go where I intend?

  6. Do I need to do anything right now?

OUR APPROACH

Four Questions Guide How We Manage Your Wealth

Your portfolio shouldn’t be managed in isolation. We focus on four areas that directly affect what your money needs to accomplish.

Portfolio Strategy

Is my portfolio invested appropriately for me and the current market?

We manage your portfolio around your goals, retirement needs, time horizon, comfort with risk, and the role those assets need to play.

Retirement Income

How much can my portfolio reasonably support?

We connect the portfolio to your retirement paycheck, withdrawal strategy, Social Security, cash needs, and long-term sustainability.

Tax Strategy

Are we making portfolio decisions with taxes in mind?

Your actual tax information helps inform gains, losses, Roth conversions, distributions, RMDs, and other tax-sensitive decisions.

Legacy & Wealth Transfer

Is my wealth positioned to go where I intend?

We coordinate beneficiaries, inherited assets, surviving-spouse considerations, charitable intentions, and portfolio-related legacy decisions.

RETIREMENT INCOME

What Can Your Portfolio Pay You?

Accumulating assets is only half of the retirement equation.

We help translate accumulated wealth into a projected retirement paycheck. The monthly spending we believe the plan can reasonably support based on the information available today.

We don’t just manage the balance. We manage what the balance needs to provide.

QUARTERLY WEALTH SNAPSHOT

You Should Always Know Where you Stand

Investment statements tell you what happend to your accounts. We think you also should know what it means for you.

PLANNING WHEN IT MATTERS

Your Portfolio Doesn’t Exist in a Vacuum.

Not every financial decision needs to become an ongoing planning project. But when something important happens, we help you understand how if affects the wealth we manage.

  • Major Purchase

  • Inheritance

  • Social Security decision

  • Real estate sale

  • 1031 exchange opportunity

Planning when it matters, without making your financial life more complicated than it needs to be.

FEATURED SPECIALTY

Thinking About Selling an Investment Property?

Talk to us before you sell.

A property sale can affect taxes, retirement income, liquidity, and the investment portfolio all at once. We help evaluate the financial picture before the transaction is completed.

Talk With Us Before You Sell

Investment Property

Sell or Exchange?

Tax Impact

1031 / DST

Portfolio & Retirement

1031 exchanges are subject to specific tax rules and deadlines. DSTs are illiquid investments with risks and may not be appropriate for every investor.

THE DIXIE’S DIFFERENCE

Financial Guidance Should Feel Personal, Not Complicated.

We Know the Portfolio

We understand the assets we’re responsible for managing and what they need to accomplish.

We Know the Tax Return

Preparing the return gives us real information to use when evaluation portfolio decisions.

We Tell You What Matters

Plain-English guidance focused on the decisions that actually require attention.

We Stay Involved

Your quarterly snapshot shows where you stand what we’re watching, and what comes next.

1031 / DST

You Know Who to Call

A team that knows your situation, not a call center.

Approachable. Coordinated. Proactive. Personal.Fiduciary.

GETTING STARTED

Getting Started is Straightforward

  • We begin with a conversation about where you are today. What you’ve built, goals, concerns, and what you want your financial life to look like. This helps determine if you’re a good fit for our practice and what next steps would be most helpful.

  • We gather the investment, tax, retirement-income, and legacy information that matters.

  • We determine how the portfolio should be positioned and identify decisions that deserve attention.

  • We help transition and organize accounts and implement the investment strategy.

  • We manage the portfolio, monitor opportunities, and keep you informed through your quarterly Wealth Snapshot.

START THE CONVERSATION

You Don’t Need to Have Everything Figured Out Before We Talk

You’ve already done the hard part, building meaningful wealth. Now you need a trusted team to help manage what happens next.

The whole picture. One trusted team.

Our Team

Dixie Kendrick E.A.

Wealth Advisor

Colby Goodner

Wealth Advisor

Hayley Goodner

Real Estate Advisor &
Client Services

 FAQs

  • Yes. We are legally and ethically required to act in your best interest at all times - no exceptions.

  • Yes. We provide full investment management as part of your financial plan. We primarily use trusted custodians such as Altruist and Schwab to securely hold and manage your assets.

  • If we are handling your investment management we will happily prepare your tax returns. Our preference is to handle both in tandem with our planning process.

  • No. Our goal is to work with clients that believe in our process and are a good fit for our practice.

  • We’re a great fit for people who want to simplify their financial life and have everything working together: investments, taxes, and planning.

    There are three financial rules that everyone should start with. If you’ve met these, or are working toward them, then we may be a great fit:

    1. Live below your means.

    2. Maintain a solid cash reserve.

    3. Maximize your contributions to an employer retirement plan.

    If that sounds like you, we’d love to help you take the next step.