Services
Services
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.
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.*
* US Department for Health and Human Services, "Long Term Services and Supports for Older Americans: Risks and Financing" Research Brief, Revised February, 2016
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
steve@midwestsecureretirement.com | 651-226-8191