INDEPENDENT WEALTH MANAGEMENT

We Manage What Your Investments Need to Accomplish

Portfolio strategy, tax strategy, retirement income, and legacy planning coordinated by one team that knows your financial life.

Schedule a Conversation
How We Help

INDEPENDENT - FIDUCIARY - TAX-AWARE - PERSONAL

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.

Am I on track?

Are we making smart tax decisions?

What can I reasonably spend each month?

Will my wealth go where I intend?

Is my portfolio positioned correctly?

Is there anything I should do right now?

OUR APPROACH

Four Questions Guide How We Manage Your Wealth

01
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.

02
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.

03
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.

04
Legacy
—
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 wealth 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.

See How We Think About Retirement Income

YOUR PORTFOLIO
$1,250,000

RETIREMENT INCOME STRATEGY
Investments
Taxes
Social Security
Legacy Goals

↓

Estimated Retirement Paycheck
$4,800 / MONTH

↓

Two Ways to Look
at Your Paycheck


Higher Paycheck

Designed to use most of the portfolio over retirement


Legacy Paycheck

Designed to preserve a moderate amount for heirs

QUARTERLY WEALTH SNAPSHOT

Your Financial Life Shouldn’t
Require 40 Pages to Understand.

Investment statements tell you what happened to your accounts. Your Wealth Snapshot tells you what it means

PLANNING WHEN IT MATTERS

Your Portfolio Doesn’t Exist in a Vacuum.

When something important happens, we help you understand how if affects the wealth we’re responsible for managing.

  • Major Purchase

  • Inheritance

  • Social Security decision

  • Real estate sale

  • 1031 exchange opportunity

  • Loss of a spouse

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

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

Portfolio & Retirement

THE DIXIE’S DIFFERENCE

Financial Guidance Should Feel Personal, Not Complicated.

We Know the Whole Picture

Portfolio and tax information working together.

We Tell You What Matters

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

You Know Who to Call

A real team that knows you and your financial life.

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.

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.

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

START THE CONVERSATION

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