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Dependable Midwestern Financial Advisors

Retirement Planning

What is Retirement Planning?

Retirement planning is a series of discussions regarding what a successful retirement looks like for you. From there, we’ll work with you to determine your retirement income needs, as well as defining which cash flows are best suited to help accomplish your goals.

MFG focuses specifically on sustainable retirement income distributions, coupled with appropriate risk management and optimal distribution strategies that allow you to retire confidently. This is a lifelong process that anyone can start at any time.  

Your retirement planning might include:

  • Estate planning
  • Goal planning 
  • Understanding of capacity and willingness to take risk
  • Identifying potential income sources post-retirement

Overall, our goal is to optimize finances to meet your evolving set of financial goals, while taking into consideration your financial resources and risk tolerance. For those preparing for retirement or already in retirement, significant efforts are applied to understanding income expectations through the lens of sustainable distributions, which ensures you do not outlive your assets.  

MFG places additional emphasis on the execution of your plan and ongoing maintenance. We recognize a plan is only as strong as the execution and implementation of strategies given your evolving goals and circumstances. 

When working with you, we manage your assets in accordance with best execution policies and optimize to ensure you retire confidently.

Remember: It’s never too early, or too late, to start retirement planning.  For those in retirement, given evolving legislative and ever-shifting investment landscapes, we encourage a second opinion. Perhaps there’s more you can do to optimize your retirement – maybe that means greater sums to your heirs, a reduction in taxation, or modified allocation for risk or distributions.

What is Retirement Planning like with Midwestern Financial Group?

For us, retirement planning is one facet of financial planning, and we take careful measures to make sure our client’s retirement goals and objectives remain at the center of their overall financial plan. 

Specifically, Midwestern Financial focuses retirement planning on cash flow needs and a sustainable and optimized distribution strategy.  We want to help you, before you approach retirement, take stock of and manage any of your risks appropriately. More than anything, our goal is to help you retire confidently, and in the best position possible to live the life you want through retirement.

Midwestern Financial Group: Fiduciary Duty and Your Interests

At MFG, we provide comprehensive financial planning services to help individuals, families, and businesses build a strong future. Our focus is on providing unbiased advice and developing long-term relationships with our clients. With years of experience and expertise, we are confident that we can help you achieve your financial goals.

Our goal is to help you fulfill your financial dreams, whatever they may be. From investment and asset management to creating a college savings plan, our professional advisors are here to help. We’ll work with you to develop a personalized financial strategy that meets your specific needs and helps you achieve your long-term goals. Contact us today to get started!

Fiduciary Advisors

How Our Process
Works
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1. Introduction

First, we get to know each other— what your life is like, what is most important to you, and what your hopes and dreams are. We’ll help you get to know us, too. We believe that honesty and trust are key to fostering a productive advisor relationship.

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2. Goal Setting

Next, well review your financial data to get a sense of where you are today and how we can improve your financial future. We brainstorm goals unique to you and assess what future liabilities may be present, so we can plan for those as well.

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3. Planning

Our advisors then prepare a recommended financial plan focused on hitting your personalized goals. Our fiduciary standard ensures that recommendations are in your best interest — not to sell financial products or generate commissions.

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4. Management

After we implement the recommendations, you can rely on us to constantly monitor outcomes and track the progress towards your goals. We’ll work together to adjust the plan for life changes or market returns.

Midwestern Financial Group
The dedicated team you need.
Joseph Jay Midwestern Financial FiduciaryAdvisor
Joseph Jay, CFA
Founder & Managing Partner
Patrick Campbell Midwestern Financial Fiduciary Advisor
Patrick Campbell
Founder & Managing Partner
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Trajan Wells
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