Broker Check

How to get the most income from Social Security with our new tool

Life is filled with opportunities. Will you be ready?

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<p>The Economic Journey of Your Morning Coffee</p>

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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<p>Retirement and Quality of Life</p>

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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<p>Systematic Withdrawals in Retirement</p>

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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At Midwest Secure Retirement, We Think Differently About Your Retirement.

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.


 

<p>Rebalancing Your Portfolio</p>

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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<p>Managing Your Lifestyle</p>

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
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