Beginning as a dynamic father-daughter duo, Carol Dixon, CFP® and Michael Dixon, CPA/PFS, have created a unique, team oriented financial planning and wealth management practice, to implement holistic planning services to all clients. While the practice has since expanded beyond just Carol and Michael, their values of collaboration, innovation, and always putting the client first, are the core of YPP, LLC.
From budgeting and investment management, to estate and tax planning for individuals and families, Your Planning Partners, LLC’s team creates original, comprehensive planning solutions for all aspects of life. We work closely with our clients at all stages, creating a financial plan based on personal objectives, values and financial goals in order to protect, preserve, and grow their wealth.
Carol Dixon
Kevin DeRosa
