- This offer is only valid in the United States.
- Please do not submit account or other confidential information via this form.
- Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.
- Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
- Dixon Pattillo may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.
- Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
- Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.
- The Certified Military Financial Advisors program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program. For the most current rules, regulations and laws regarding benefits offered through the federal government or Department of Defense, please consult with their websites or contact the appropriate offices directly.
- An Associate with an Ameriprise Financial Franchise
- The named advisory practice is not itself a separately-registered investment adviser or broker-dealer.
- The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
- Ameriprise Financial cannot guarantee future financial results.
- Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
- Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Clarity for your cash flow. Confidence for your future.
Dixon Pattillo
CFP®, CKA®, CMFA®
Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
Request a complimentary initial consultation
Let’s discuss how to build a system that gives you and your business more clarity around cash flow.
Request a complimentary initial consultation
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Many self-employed professionals earn well but still feel uncertain about what they can safely spend, what needs to be set aside for taxes, and how much should be going toward the future. I help bring structure to that complexity by building a clear system around cash flow, taxes, saving, and business reserves so you can make financial decisions with more confidence and less guesswork. If that resonates with you, Request a Consultation
Background & qualification information is available at FINRA's BrokerCheck website
| Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
Advice to help you achieve what’s most important to you
One to one financial advice based on your goals and needs
We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.