Dixie Matl is the Owner of Heritage Estate Planning, where she dedicates her career to helping individuals and families secure their financial future through personalized retirement and estate planning strategies. With years of experience and a strong commitment to client education, Dixie has built a reputation as a trusted guide for those approaching retirement or already enjoying their retirement years.
At Heritage Estate Planning, Dixie emphasizes a comprehensive approach to estate planning, including retirement income strategies, asset protection, powers of attorney, and legacy preservation. Her focus is on empowering clients to take control of their financial security while ensuring that their estate is properly structured to provide peace of mind for a lifetime.
Known as an experienced and certified estate planning consultant, Dixie partners with a collaborative network of skilled attorneys to deliver solutions tailored to each client’s unique goals and circumstances. Whether someone needs a shift from an aggressive investment portfolio to a more balanced plan, guaranteed income options for added safety, or detailed guidance on wills, trusts, and powers of attorney, Dixie ensures that every step of the process is clear, transparent, and aligned with their best interests.
Heritage Estate Planning offers free consultations, during which Dixie provides clients with valuable insights into their current financial picture and strategies to strengthen it. Each consultation also includes complimentary General Power of Attorney, Healthcare Power of Attorney, and Financial Power of Attorney services—underscoring her commitment to holistic estate planning and client care.
Dixie’s approach is rooted in education and trust. She believes that estate planning is not just about documents, but about understanding a client’s wishes, protecting their assets, and preparing for life’s transitions. By listening first and explaining the differences between various planning options, Dixie empowers clients to make informed decisions about their future.
Through Heritage Estate Planning, Dixie Matl continues to serve as a reliable resource for estate planning, retirement planning, asset protection, and legacy preservation, helping clients safeguard what matters most and pass on their values along with their wealth.
