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.

Our Services

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.

Investments: 

• Investment Planning and Management 

• Retirement Planning / IRA’s 

• Education Planning / Funding 

 

Access to Lending Solutions:

• Securities-Based Lending 

• Margin-Based Lending

 

Insurance Solutions: 

• Annuity Strategies (Variable, Fixed, Indexed) 

• Long Term Care 

• Life Insurance Strategies 

 

Business Solutions: 

• 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

© 2018 The Dix Fisher Financial Consulting Group of U.S. Capital Advisors.  Legal and Compliance.

 

Securities-related services may not be provided to individuals residing in any state not listed above.  Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (TX)

Securities offered through USCA Securities LLC, member FINRA/SIPC; Investment advisory services offered through USCA RIA LLC and USCA Asset Management LLC; Municipal advisory services offered through USCA Municipal Advisors LLC, member MSRB