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Full-Service Financial Planning

Whether you’re planning for college, retirement, or a new business venture, I'm ready to help. With a broad range of products and services, I offer sound, custom services for your financial planning needs.

AREAS ADDRESSED:

1.  Financial Planning

Personal and creative custom services including investing, insurance, retirement accumulation, life changes (marriage, divorce, new child, etc.), charitable giving, tax considerations, estate preservation planning.   

2.  Business Planning

All aspects of business planning from insurance to buy-sell agreements, and much more.

3.  Retirement Income Planning

A part of financial planning, this involves helping you with financial decisions for this important stage of life.  My approach is to help you turn your wealth into an income stream, and then help your retirement income last for your entire lifetime, including planning for the cost of elder health care.  It is estimated that 52% individuals over 65 will experience the need for long-term care, with 14% needing care for longer than 5 years.*

4.  Goals Planning

Various services of all types.  This includes issues such as planning for a major purchase, or for financing and saving for education.

 

5.  Referrals to Qualified Professionals When Appropriate

 

Attorneys, Tax Professionals, Mortgage Professionals, Real Estate Agents, Retirement Lifestyle Professionals, Wellness Professionals and others.

*  US Department for Health  and Human Services, "Long Term Services and Supports for Older Americans: Risks and Financing" Research Brief,  Revised February, 2016

Happy Kids

Happy Kids

In Good Hands

In Good Hands

Reading Newspaper

Reading Newspaper

Birthday

Birthday

Crossing Brooklyn Bridge

Crossing Brooklyn Bridge

Palm Trees

Palm Trees

Describe your image.

Leasing a Home

Leasing a Home

Two Flamingos

Two Flamingos

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Newly Weds

Newly Weds

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Old City Street

Old City Street

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Sleeping Baby

Sleeping Baby

Describe your image.

Gift Card

Gift Card

Red Antique Car

Red Antique Car

Mother and Daughter

Mother and Daughter

Describe your image.

City Cycle

City Cycle

Describe your image.

Cafe in Autumn

Cafe in Autumn

Describe your image.

Family at a Beach

Family at a Beach

Describe your image.

Foggy Pier

Foggy Pier

Describe your image.

Beach Huts

Beach Huts

Describe your image.

Cheerful Seniors

Cheerful Seniors

Describe your image.

Misty Slopes

Misty Slopes

Describe your image.

Family At Church

Family At Church

Cooking Eggs

Cooking Eggs

Full-Service Financial Planning

Whether you’re planning for college, retirement, or a new business venture, I'm ready to help. With a broad range of products and services, I offer sound, custom services for your financial planning needs.

AREAS ADDRESSED:

1.  Financial Planning

Personal and creative custom services including investing, insurance, retirement accumulation, life changes (marriage, divorce, new child, etc.), charitable giving, tax considerations, estate preservation planning.   

2.  Business Planning

All aspects of business planning from insurance to buy-sell agreements, and much more.

3.  Retirement Income Planning

A part of financial planning, this involves helping you with financial decisions for this important stage of life.  My approach is to help you turn your wealth into an income stream, and then help your retirement income last for your entire lifetime, including planning for the cost of elder health care.  It is estimated that 52% individuals over 65 will experience the need for long-term care, with 14% needing care for longer than 5 years.*

4.  Goals Planning

Various services of all types.  This includes issues such as planning for a major purchase, or for financing and saving for education.

 

5.  Referrals to Qualified Professionals When Appropriate

 

Attorneys, Tax Professionals, Mortgage Professionals, Real Estate Agents, Retirement Lifestyle Professionals, Wellness Professionals and others.

*  US Department for Health  and Human Services, "Long Term Services and Supports for Older Americans: Risks and Financing" Research Brief,  Revised February, 2016

Happy Kids

Happy Kids

In Good Hands

In Good Hands

Reading Newspaper

Reading Newspaper

Birthday

Birthday

Crossing Brooklyn Bridge

Crossing Brooklyn Bridge

Palm Trees

Palm Trees

Describe your image.

Leasing a Home

Leasing a Home

Two Flamingos

Two Flamingos

Describe your image.

Newly Weds

Newly Weds

Describe your image.

Old City Street

Old City Street

Describe your image.

Sleeping Baby

Sleeping Baby

Describe your image.

Gift Card

Gift Card

Red Antique Car

Red Antique Car

Mother and Daughter

Mother and Daughter

Describe your image.

City Cycle

City Cycle

Describe your image.

Cafe in Autumn

Cafe in Autumn

Describe your image.

Family at a Beach

Family at a Beach

Describe your image.

Foggy Pier

Foggy Pier

Describe your image.

Beach Huts

Beach Huts

Describe your image.

Cheerful Seniors

Cheerful Seniors

Describe your image.

Misty Slopes

Misty Slopes

Describe your image.

Family At Church

Family At Church

Cooking Eggs

Cooking Eggs

AFFILIATION
MSR Logo
Founding Principle

Midwest Secure Retirement (MSR) was founded on the simple principle of being Client Focused & Integrity Driven. What does this mean? It simply means that we will conduct business with the utmost integrity and credibility.

Our Goal

Our goal is to become a trusted resource for your financial life. For each and every client, we strive to create financial stability and security so clients can enjoy financial independence and peace of mind.

Our Commitment

Our staff consists of some of the area's top financial professionals who share MSR’s values and belief in our implementation process for financial guidance. Not only will you find our team members knowledgeable, but you will also discover that they truly care about making your dreams a reality. We are committed to guiding you in every step along the way, from initial review and development of pre-retirement strategies, through eventual retirement as well as ongoing income and risk management.

Do you have financial goals you want to achieve?  Schedule an appointment or contact me today.