Meet Stephen
My heart led me back to working with clients, and in 2017 I joined Midwest Secure Retirement.
Services
As part of Midwest Secure Retirement (MSR). I employ a personal macroeconomic approach when addressing my clients' financial goals.
Welcome to the family!
The greatest financial risk of our time is how to provide for a retirement which lasts for 30 years or longer. I focus my practice on strategies that make my clients feel comfortable that they will not run out of money in retirement. I also focus on protection against market losses, health care costs, adequate liquidity, and estate preservation planning decisions before and during retirement.
Your goals are our goals.
Retirement is an important life decision…but planning for retirement is an even more important decision. Not only do you need to accumulate enough assets to retire, you also need to know how to liquidate those assets in a carefully planned manner so you don’t run out of money.
As part of Midwest Secure Retirement (MSR). I employ a personal macroeconomic approach when addressing my clients' financial goals. Our process gives you a personalized road map that helps balance financial growth and risk. By focusing on the flow of money within your macroeconomic approach, we can tactically align growth potential and risk reduction - all the while focusing on your financial goals for the future.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
