Retirement and Income Planning

Plan for the Retirement You Deserve

When it comes to retirement planning, there’s no such thing as a one-size-fits-all solution. When, where, and how much you save all depends on you—your ideas, your dreams, your values. That’s why our dedicated retirement planning specialists start by listening. Then we walk through all your options for reaching your unique financial goals.

Once we get to know you and your financial situation―whether you are just starting out, working toward retirement, or already retired―we can start to build you a Personal Portfolio that is custom-tailored to your age, goals, and risk-tolerance.

Trust Midwest Financial Group to help you:

  • Navigate the ever-changing and often confusing landscape of today’s investment world.
  • Evaluate your current retirement plan options.
  • Structure your investments to match your goals.
  • Plan to protect you against potential illnesses, disability, or death.
  • Create a plan for additional savings to help reach your goals.

As retirement draws near, we can work with you to:

  • Design a strategy to create a steady stream of income while working to help ensure you don’t outlive your resources.
  • Consolidate your retirement accounts and simplify your distributions.
  • Invest your retirement assets in a way that best protects your hard-earned savings from taxes and short-term market volatility.

The retirement planning specialists at Midwest Financial Group can help you in other ways, too. While no one likes to think about the possibility of a long illness, disability, or death, preparing for these possibilities is an important part of achieving long-term financial security. We can help you evaluate your essential insurance needs in the areas of life, disability, and long-term care, assessing the appropriate level and type of insurance you may require at various times in your life.

Fixed insurance products and services are separate from and not offered through Commonwealth.


Do You Have Multiple 401(k)s to Manage?

If you have retirement savings such as 401(k) or IRA plans from a former employer and you aren’t sure what to do with them―you’re in the right place. Our retirement planning specialists will be happy to review your accounts and talk you through all your options so you can decide on a next step that fits your values and future plans.

Let our experienced retirement planners help you create a properly constructed, well-thought-out plan―including asset protection, income replacement, estate planning, and wealth transfer―to fit your needs, today and tomorrow.

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Learn more about retirement planning from our short, educational videos: