Broker Check

Products & Services

We provide assistance in the following areas:

Investments**

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Services 

  • Retirement Plans**
  • Tax Plans
  • 401(k) Planning**
  • 403(b) Planning**
  • College Plans**
  • Estate Plans
  • Money Purchasing Plans**
  • Profit Sharing Plans**

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
**These services are offered by Carol Dixon through her affiliation with HD Vest Investment ServicesSM