Your Financial Future Depends on your Choices Today

Welcome to

Midwest Investment Services

 

A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for many Americans who find they do not have enough money to meet their retirement needs.

Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.*

I specialize in helping my clients pursue their retirement goals by providing them the guidance they need to work towards the retirement of their dreams. And I can help you do the same, through an investment strategy designed with the goal of meeting your needs.

In addition to retirement services, I also provide:

  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Estate planning - for preservation of wealth from generation to generation
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
  • Variable and fixed annuities
  • Money market accounts - for convenience and liquidity

If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or email me. I can help you make sense of the information you're receiving.

* Social Security Administration