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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

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

AFFILIATION
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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.

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Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA SIPC.  Midwest Secure Retirement is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. Stephen Husten is authorized to conduct life insurance and securities business in Minnesota and may be licensed in other states. Stephen Husten cannot conduct life insurance or securities business in states in which he is not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Midwest Secure Retirement, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company. Midwest Secure Retirement is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.  Investing involves risk which includes potential loss of principal.