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Dixon & Company Wealth Management, LLC
Des conseils financiers bienveillants pour la planification de la retraite, l'élaboration du budget et la croissance du portefeuille.
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Business
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Des conseils financiers bienveillants pour la planification de la retraite, l'élaboration du budget et la croissance du portefeuille.
Dixon & Company Wealth Management, LLC propose des services de planification financière et de gestion de patrimoine à Winston-Salem, Caroline du Nord. Les clients louent Ben, Tyler et Zach pour leur écoute, leur empathie et leur capacité à proposer des plans de retraite réalistes, une aide à l'élaboration du budget, des conseils sur les dettes et la croissance du portefeuille. L'équipe est décrite comme sans jugement et solidaire, offrant un accompagnement responsabilisant alors que les clients se préparent à la retraite et atteignent des jalons tels que l'épargne pour un apport pour l'achat d'une maison.
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Des stratégies complètes pour planifier la retraite, y compris le calendrier, la gestion des revenus et l'optimisation du portefeuille.
Conseils d'investissement personnalisés et stratégies de croissance du portefeuille adaptées à vos objectifs financiers et à votre tolérance au risque.
Des séances individuelles pour établir des budgets, gérer les dettes et renforcer les connaissances financières avec un accompagnement axé sur la responsabilisation.
Des services de planification financière holistique couvrant l'épargne, les investissements et la constitution de patrimoine à long terme.
Consultations initiales pour évaluer votre situation financière et élaborer des plans personnalisés pour une croissance future.
Note globale
Maria Fitton
Ben, Tyler & Zach are a great team. They listen, they care, and they will help you make the most of what you worked and saved for... the financial plan for our retirement gave us a realistic plan as to how to handle our finances and how retirement could happen much sooner than we thought. From a background perspective I worked in financial services for 17 years and at an accounting firm 6 years.
Jessica Guyer
I cannot overstate the impact that working with Ben at Dixon and Company has had on my life. From the beginning, Ben was nonjudgmental and created space for me to be honest about the many things I didn’t know and understand about my finances and over the year that we have worked together he has taught me so much without ever talking over my head or making me feel overwhelmed. Money used to be a constant worry and a part of my life that I avoided dealing with but working with Ben has turned that around entirely. Wholeheartedly recommend!
AP G
I’ve been working with Ben at Dixon wealth Management for over a year. I am doing my second round of financial counseling. It’s $200 bucks each time but I am so grateful for our monthly sessions. Having someone help me get a budget started, taking me through investments, and being an accountability partner as I work towards getting this debt under control. For me Ben’s approach is so fun and also supportive. Thanks to Dixon Wealth Management!
Debbie Schallock
I've been working with Ben for a year now. And wow, my financial planning, preparedness, knowledge and growth have expanded greatly! I have several accounts working more efficiently in my favor as I work towards retirement. I've been able to save 20% down for my home buying this year. I did that in one year - unbelievable! And most importantly, I've learned so much. Ben met where I'm at (aka newbie) helping me understand investing, stocks, mutual funds, and navigating the current climate. I'm honored to be a client of Ben's and Dixon Wealth Management!
Felipa Cespedes
Had a great meeting with Tyler about my future and he shared some great insights with me on how to continue to grow my portfolio. I’m looking forward to working with him and the firm! Definitely recommend setting up a consultation to learn how they can help you grow your portfolio for 2025 and beyond. Thank you
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