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Joseph Dixon

Advisor at Independent Financial Group, LLC

Updated today
Independent Financial Group, LLC logo

Firm

Independent Financial Group, LLC

Location

Trenton, MI 48183

Credentials

Series 63, Series 66

Industry experience

43 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fees charged for financial planning services, negotiated per client agreement.

Percentage

$0 - $250,000: 3.00% plus 0.16% program fee $250,000 - $500,000: 3.00% plus 0.12% program fee $500,000 - $1,000,000: 3.00% plus 0.10% program fee $1,000,000 - $2,000,000: 3.00% plus 0.06% program fee $2,000,000 - $5,000,000: 3.00% plus 0.05% program fee $5,000,000+: 3.00% plus 0.04% program fee

Commissions

Commissions earned on brokerage products sold by dually licensed IARs.

Project-based

Hourly financial consulting fees generally range from $100 to $300 per hour.

Subscriptions

Subscription-based fees for financial planning charged monthly or quarterly as per agreement.

Other

Account minimum: $2,000 Fee-only: Hourly fees $100 - $300 per hour; Fixed fees negotiable; Subscription fees monthly or quarterly as agreed.

Work history

Independent Financial group

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Lorri M

Series 66

Riverview, MI

Edward Jones

Early retirement planning Founder/Business Owner Educators, Teachers, and Academics

Neil S

Series 66

Wyandotte, MI

Merrill

Neil Sawicki is the Resident Director and Wealth Management Advisor at Merrill. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Neil works with families and small business owners to proactively develop financial plans aligned with their goals and aspirations. Before joining Merrill, Neil served four years on active duty in the U.S. Army in the Judge Advocate General's Corps and practiced as a civilian attorney for over 20 years. His background as a small business owner and legal advisor provides him with a unique perspective in understanding clients' priorities. Neil is a graduate of Michigan State University and earned his Juris Doctorate from the University of Detroit School of Law. He is a member of the American Legion and is involved in local children's schools. Neil was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Wyandotte team. Outside of work, he enjoys chess, football, golfing, hunting, and spending time with his family. He emphasizes a personalized approach to financial advising that centers on understanding what matters most to each client.

Wealth management Business ownership considerations Business Financial Management General retirement planning Founder/Business Owner Attorney

Randall C

Series 63, Series 65, Series 66

Dearborn, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Military & Veterans

Anthony G

Series 63, Series 66

Allen Park, MI

Merrill

Anthony Grose serves as Senior Resident Director at Merrill, where he leads a practice centered on accountability, empathy, and trust. He works with clients to develop personalized financial strategies focused on wealth planning and cash flow management. His approach is grounded in understanding each client’s full financial picture and adapting strategies to evolving market conditions. Anthony specializes in serving endowments, foundations, and non-profits, as well as providing legacy planning, retirement income planning, tax minimization, portfolio management, and support for clients managing new wealth. Anthony holds a Bachelor's and a Master's degree from the University of Michigan System. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations, along with the Personal Investment Advisor (PIA) credential. Fluent in both English and Spanish, Anthony follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, his interests include cooking, football, reading, running marathons, and soccer.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Charitable giving & philanthropy
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Craig H

Series 66

Wyandotte, MI

Merrill

Craig Hammond is a Financial Solutions Advisor at Merrill within the Merrill Lynch Wealth Management line of business. He works directly with clients to develop personalized investment strategies aimed at helping them pursue their financial goals. Craig provides investment advice and access to banking and lending services through Bank of America. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Craig earned a Bachelor's Degree from the University of Michigan System. His approach centers on understanding what matters most to clients and their families to guide financial planning and investment decisions.

Wealth management Passive / index investing Active portfolio management

Jaue Hwa H

Series 63, Series 65

Riverview, MI

Merrill

Jaue Hwa Huang is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 1991 and serves a diverse client base that includes national and global companies, small and medium-sized businesses, and individual clients. Her approach to wealth management focuses on understanding each client's personal goals through attentive listening and developing comprehensive strategies tailored to their objectives. Utilizing investment insights from Merrill and the banking services of Bank of America, she addresses multiple facets of clients' financial lives, specializing in areas such as personal retirement planning, portfolio management, and retirement income. Jaue Hwa holds a Bachelor of Science degree from Clemson University, a Master of Science from Rutgers University, and a Master of Arts from Central Michigan University. She maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Chinese, she participates actively in her community. She serves on the boards of the Dearborn Symphony Orchestra and the Salvation Army Metro Detroit Advisory Board, reflecting her commitment to community involvement. Outside of her professional work, Jaue Hwa enjoys music, traveling, and spending time with her family. Her philosophy centers on collaborating closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Wealth management Retirement income strategy General retirement planning
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