Life is filled with opportunities. Will you be ready?
All Muni Bonds Are Not Created Equal
Charitable Giving: Smart from the Heart
The Pre-Retirement Checklist
Retirement is an important life decision…but planning for retirement is an even more important decision. That’s why Midwest Secure Retirement (MSR) Financial Professionals spend the time required to help clients both plan for and achieve a secure retirement. While others often focus first on “selling products”, MSR focuses first on listening, so we clearly understand our clients’ goals, dreams and desires for retirement. Next, we help educate clients on their options using a distinct process, which helps clients understand important real-world financial concepts and dynamics. Third, we use this data as the foundation for a personalized retirement road map—a strategy that can build wealth, while still managing risk and protecting assets both before and throughout the retirement years. With this road map, we then look at suitable insurance and financial products available to help reach our clients' personal retirement goals with confidence.
As a general agency appointed with Ameritas Investment Corp, we are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.
Contact us today to begin your retirement planning process. A process you’ll experience through Midwest Secure Retirement.
Check out our unique retirement income planning strategy
“The Retirement Savings Dilemma”
Whatever your life stage or financial situation, you can prepare and protect yourself and your family financially. We offer resources that can give you the information and confidence necessary to create your strategy for building your financial future.
Capital Gains Tax Estimator