I help people retire comfortably

  • Retiring comfortably involves many factors working together.  These include Social Security, health care, taxes, pensions, investments, insurance and inflation among others.
  • Retirement is not the only goal of my clients. I provide full service financial planning customized to help you achieve your life goals.
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Meet&#160;<span>Stephen</span>

Meet Stephen

My heart led me back to working with clients, and in 2017 I joined Midwest Secure Retirement.

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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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Services

Services

  • Retirement Income Planning
  • Full Service Financial Planning
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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

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.

Your goals are our goals.

Retirement involves making decisions in several key areas. Coordinating currently available income sources with your current investments and insurance in the proper manner can solidify your financial security.  Additionally, 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 help you make sense of the many issues you may face in retirement, and help you make educated decisions.

I will also help you work toward non-retirement goals as well.

We go with you, wherever the road of life takes you.

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.

Meet Stephen

I'm here to assist. Please schedule an appointment today.

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