Medicare Supplement Plans

Comprehensive coverage to fill the gaps in Medicare.

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Tax-Efficient Personalized Strategies

Minimize tax liabilities while maximizing growth

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Long-Term Care Planning

Prepare for healthcare costs in retirement, your health matters the most.

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Social Security Optimization

Maximise your Social Security benefits with our approach.

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An investment in knowledge pays the best interest...

– BENJAMIN FRANKLIN

Financial success is built on education and expert planning. At Kennard Dixon Financial Services, we empower individuals with the tools and knowledge they need to make smart financial decisions.

Get A Free Consultation
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Our Expertise is earned through
our experience
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Our Team for your
management

The Financial Wizards

We work tirelessly to ensure you are always winning, through our tried and tested method we work for your financial freedom and continued growth.

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Chat with us for your best solution in finance

For Better Money Management

Our team of expert financial advisors is here to help you plan your retirement, manage investments, and secure your financial future with confidence.

Know the future of your retirement

Financial success starts with smart planning. Here’s how we can help you build a strong financial foundation:

Track & Manage Your Expenses Effectively

A strong financial foundation starts with smart budgeting. Without a clear understanding of your income and expenses, it’s easy to fall into debt or miss out on growth opportunities.

Understand Your Cash Flow – Know exactly where your money is going each month.
Reduce Unnecessary Expenses – Cut down on spending that doesn’t align with your long-term goals.
Plan for the Future – Allocate funds for investments, emergencies, and long-term financial security.

Manage Your Expenses

Plan with Vision & Maximize Returns

Investing wisely is the key to long-term wealth accumulation. We help you develop personalized investment strategies tailored to your risk tolerance and financial goals.

Diversified Portfolio – We help spread your investments across different assets to minimize risk.

Long-Term & Short-Term Investment Planning – Balancing immediate gains with future stability.

Tax-Efficient Investing – Maximize returns while minimizing tax liabilities.

Passive & Active Investment Strategies – Whether you prefer a hands-on approach or a “set it and forget it” strategy, we tailor investments to your style.

Plan Your Vision

Protect & Grow Your Wealth Over Time

Building wealth is not just about saving money—it’s about making your money work for you. We create a comprehensive plan to ensure your assets grow while staying protected from market volatility, inflation, and unforeseen risks.

Strategic Wealth-Building Plans – Designed for steady and secure financial growth.

Risk Management & Asset Protection – We use insurance, trusts, and diversified investments to safeguard your wealth.

Generational Wealth Planning – Plan today to leave a lasting legacy for your loved ones.

Grow Your Wealth

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4
th

Assets Under Management

300
+

Happy Clients

5000
+

Wide Range of Investment

28
+

Highest EPS

The Financial Wizards in our team

Financial success is built on education and expert planning. At Kennard Dixon Financial Services, we empower individuals with the tools and knowledge they need to make smart financial decisions.

Kennard Dixon

CEO and Founder

Asset Protection Specialist

Jonathan Webb

Manager Investments

Asset Protection Specialist

Dion

Partner

Investments and annuities specialist

Ke'Vaughn Robinson

Specialist Annuities

Asset Protection Specialist

  • PLANInvest money for your future
  • AnalyseAnalyse the market & type of saving
  • CreateInvest money for your future
  • SaveGet more Returns for your patience

Your Roadmap to Financial Success

Achieving financial security and long-term growth isn’t about luck—it’s about having a clear, strategic plan. At Kennard Dixon Financial Services, we follow a structured approach that ensures every step of your financial journey is calculated, efficient, and tailored to your unique needs.

Outcome: A personalized financial strategy that provides clarity and direction for your money.

Risk tolerance – Everyone has a different comfort level when it comes to investing. We ensure your plan matches your risk appetite.

Short-term and long-term goals – Whether you want to retire early, buy a home, start a business, or build generational wealth, we design a roadmap that aligns with your vision.

Current financial situation – Income, expenses, assets, debts, and financial goals.

Market & investment analysis – We evaluate trends, risks, and opportunities.

Savings and risk management strategies – Helping you choose the best options for your income, lifestyle, and future needs.

Tax-efficient solutions – Identifying strategies to reduce tax burdens while maximizing returns.

Evaluate Market Trends & Savings Options

Once we’ve outlined your financial strategy, we analyze the current economic landscape to determine the best ways to grow and protect your wealth.

Outcome: A well-informed financial plan that adapts to market changes and maximizes your growth potential.

Implement an Investment Strategy for Growth

Now that we have a strategic plan, we put it into action.

Investment diversification – Spreading investments across different assets to reduce risk.

Retirement & savings accounts – Optimizing your 401(k), IRA, Roth IRA, and other savings options.

Growth-oriented investments – Selecting stocks, bonds, real estate, or other vehicles that align with your financial goals.

Outcome: A well-executed investment plan that ensures consistent and sustainable wealth growth.

Develop a Plan for Long-Term Financial Stability

We don’t just help you grow your wealth—we ensure it’s protected and sustainable for the long haul.

Wealth protection strategies – Insurance, estate planning, and trusts to secure your assets.

Continuous monitoring & adjustments – As your life and market conditions change, we adjust your strategy accordingly.

Generational wealth planning – Helping you pass down assets and minimize tax burdens for your heirs.

Outcome: A solid financial future with security, stability, and peace of mind.

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227 Marion Street Columbia, SC 29201
(804) 409-9947 info@kennarddixon.com