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.

Who We Are

Who We Are

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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

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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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Useful Links

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