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Retirement Planning

Crafting income strategies that let you focus on living, not worrying.

Your Retirement Blueprint

Retirement is a new chapter, not an endpoint. We design distribution plans that fund your lifestyle, optimize benefits, and protect against market volatility—so you can enjoy every moment with confidence.

Distribution Strategies & Longevity Management

Ensuring reliable income streams and safeguarding your nest egg for the long haul.

  • Customized cash-flow models that match your desired lifestyle and withdrawal needs.

  • Optimization of Social Security and pension claiming strategies for maximum benefits.

  • Portfolio glide-path management to strike the balance between growth and preservation.

  • Sequence-of-returns risk mitigation through tactical asset allocation and reserve layering.

We craft distribution strategies that fund your desired lifestyle, optimize Social Security and pensions, and safeguard against market volatility so you can focus on living, not worrying.

Contact

(734) 692-7900

2836 W Jefferson, Trenton, MI 48183

Site Links

Check the background of your financial professional on FINRA's BROKER CHECK

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Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. MEMBER FINRA/SIPC

Dixon Associates, LLC and IFG are unaffiliated entities. 

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Registered Representatives can only offer securities in the states where they are registered. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Hyperlinks are provided as a courtesy. No investment strategy can guarantee a profit or protect against loss.

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Copyright ©2025 Dixon and Associates, LLC. All Rights Reserved. This is not a CPA firm.

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