Our Firm

We are an independently owned financial services firm with a focus on total asset diversification.

OUR MISSION

Our mission is to help our clients better understand money, taxes and the critical need for retirement planning. We strive to develop strategies for income streams they can never outlive.

WHEN YOU PARTNER WITH US, YOU ARE GETTING A TEAM

Northwest Financial & Tax Solutions, Inc. is a team of five financial advisors and 11 support staff members who are all committed to serving our clients. Meet our team.

INDEPENDENT

Why is being independent important? We want to be able to offer our clients the right options and plans. Being independent means we don’t have to sell the products of any large corporation and we have the freedom to choose from a wider variety of investment and insurance products.

ONE COMPANY, THREE LOCATIONS

In order to make it most convenient for you, our financial planners can meet with you in any of our three convenient meeting locations. Our home office is located in Vancouver, Washington, and we have meeting locations (by appointment only) in Beaverton, Oregon, and Clackamas, Oregon. Click on the location closest to you for addresses and directions. See our location details here.

LET US HELP YOU WITH YOUR RETIREMENT PLAN

Everyone has a different view of what his or her retirement should look like. We want to know your goals and dreams so together we can shape a plan uniquely for you. Our goal is to make your journey to and through retirement much easier. Contact us today to set up a consultation with one of our skilled financial planners that specialize in getting you to and through retirement.

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HAVE QUESTIONS FOR JEFF DIXSON?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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  • *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    One or more of the following persons of NWFTS; Jeff Dixson, David Topper, Dustin Martin and Jason Lambert, are licensed to discuss and offer securities or advisory services through Madison Avenue Securities, LLC (MAS) to residents of the following states: AR, AZ, CA, CO, FL, GA, HI, MT, NM, NV, OH, OR, SD,IA,ID,IL,IN,MN,TN,TX,UT and WA. Jeff Dixson, Dustin Martin, David Topper and Jason Lambert offer securities and advisory services through (MAS), a registered broker/dealer and a registered investment advisor, member FINRA/SIPC. MAS and Northwest Financial and Tax Solutions are not affiliated entities. Insurance company guarantees are based on the claims paying ability of the issuing insurance company.