When can you retire?
LET’S FIGURE IT OUT TOGETHER
If you’re like most people starting to plan for retirement, you’re probably wondering: “When is the right time?” Don’t rely on standard online calculators to make this important decision. Instead, we can help you build a plan based on what’s important to you–and the kind of retirement you look forward to.
Here’s how we can help.
At Midwest Financial Group, we believe our role is to help you align your financial resources with the things in life that are most important to you. Financial health means more than just dollars and cents. It can mean freedom, security, dreams, opportunities–and we love making those things more attainable through financial planning.
Three Simple Steps. One Personalized Plan.
We meet in person to learn more about your goals.
The first step to any successful financial plan is listening. That’s why we start by having a face-to-face conversation so we can find out what’s important to you.
We create your custom financial plan.
Next, we will create your very own personalized financial plan. It will include specific ways to help achieve your goals and address any financial concerns you may have.
We help you make the plan come to life.
We meet again to go through your plan together and make revisions based on your comfort level and feedback. We continue to meet regularly to help ensure that you stay on the path to your retirement goals.
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What is CFP®?
CERTIFIED FINANCIAL PLANNER™ certification, administered by the CFP® Board, identifies to the public individual planners who have met rigorous professional standards to adhere to the principles of integrity, objectivity, competence, fairness, and confidentiality when dealing with clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Midwest Financial Group is proud to sponsor the S.P.A.R.K. Society,
where a small spark can ignite positive change. Click here to learn more.
PLATTEVILLE OFFICE
55 East Main Street, Platteville, WI 53818
P: (608) 807-4775 | F: (608) 467-7772
MADISON OFFICE
1806 Seminole Hwy, Madison, WI 53711
P: (608) 807-4775 | F: (608) 467-7772
HORICON OFFICE
319 E. Lake Street, Suite 102, Horicon, WI 53032
P: (920) 485-4612 | F: (608) 467-7772
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