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.
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.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Defer recognition of capital gains and related federal income tax liability on the exchange of certain types of property.
We are here to give you peace of mind by helping you with every decision in your Medicare journey.
What coverage is best for you?
Partner with us so that you can focus on what really matters—growing your business.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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