The Dix Fisher Benefit
Our wealth management philosophy is grounded in the belief that all aspects of one’s financial life are interrelated. We strongly believe that your total wealth extends far beyond financial issues, and is driven by unique life experiences, intellect, values, and interpersonal relationships. Most importantly, our clients pay only for what they desire and require. At the Dix Fisher Financial Consulting Group, we are proud to provide our clients with customized solutions and access to the expertise of a highly experienced and successful team of professionals.
The Dix Fisher Financial Consulting team brings together the complicated financial needs of individuals, families, and businesses in order to organize, prioritize and simplify their financial lives. Our mission is to craft relationships through earned trust, world class service and a disciplined investment process.
Our objective is it deliver consistent and high quality advice and solutions to every client we work with, using our extensive resources and our team's significant history and experience of serving our clients.
In addition to agenda driven-quarterly financial reviews, we offer services in investments, access to banking and lending solutions through affiliates, insurance solutions, business planning solutions and life event services.
• Investment Planning and Management
• Retirement Planning / IRA’s
• Education Planning / Funding
Access to Lending Solutions:
• Securities-Based Lending
• Margin-Based Lending
• Annuity Strategies (Variable, Fixed, Indexed)
• Long Term Care
• Life Insurance Strategies
• 401(k) / Employer Sponsored Plans
• Business Banking and Lines of Credit
• Succession Planning
• Property + Casualty Insurance
Family + Executive Services:
• Estate/Legacy Planning
• Restricted and Control Stock Strategies
• 10b5-1 Trading Plans