If that big day
is within view…
Are your co-workers starting to plan your retirement party behind your back? Do you have at least $500k saved for your future?
Our advisors can help guide you toward a successful strategy for making your money last well into your golden years.
“This is a great choice if you’re seeking financial guidance and advice. Very glad we found them; they have done a great job for us so far in our five year relationship. I only wish we had met with them in our 50s, rather than just before our retirement. Better later than never!”
Hand-Selected by Our Advisors
The team at Minich MacGregor is constantly in touch with the financial markets, keeping you updated with topics that affect your assets, such as:
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Financial Planning
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Portfolio Management
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401K Advice
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Market Analysis
2024 Q1 Market Recap
Pre-Retirement Spring Cleaning Checklist
Your Q2 Financial Checklist
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Are you ready for retirement?
Our advisors can help you prepare for more time doing the things you want in life. Get started today and take a look at our report highlighting 5 common retirement mistakes. We hope this report can guide you through your concerns about your retirement income.