Retirement strategies for retirees and pre-retirees
Retire with confidence.
Do you have enough money to retire with confidence? Have you wondered what it takes to transition into early retirement?
Our financial advisors at Greater Midwest Financial Group are committed to helping you find the answers. We’ll balance your present and future finances so you can live comfortably and confidently well into the future.
Make the most of your retirement.
When you work with GMFG, you’ll receive dedicated, personalized financial advice for your retirement planning situation. If you’re a pre-retiree who hasn’t done much planning, we’ll reconfigure your finances to help ensure you can meet your retirement goals. If you’re already retired, we’ll help you efficiently access your assets and minimize any risk involved.
Retiree and pre-retiree services
- Retirement Income Planning: When you retire how do you access your savings? Should I take out my IRA money first? Maybe I should withdraw from my Roth IRA. How much should I put in cash to meet my monthly income needs? How do I avoid giving “Uncle Sam” more than I should in retirement? That’s what we do every day, all day long. After 35 years of doing this for clients we know what you should do and shouldn’t. We set up a plan for each year.
- Tax Planning: Unfortunately, tax laws are always changing. What you were supposed to do in 2017 may not be true in 2018. Because we work hard to understand your entire financial situation and we know income tax issues we are typically better positioned to help you with the planning you need to do upfront to minimize your tax bill.
- Wealth Accumulation & Preservation: How can I make money with my savings but not risk losing it? How can I find someone I can trust to manage my money? Would they really care about me and my family in the long run? I really don’t want to go back to work. Greater Midwest Financial Group has been around for 35 years. We care deeply about our clients interests, actually work hard with you to maximize your resources, and know what where are doing!
- Long Term Care & Elder Care Planning: What can I do to protect everything I worked hard accumulate? If I end up in the Nursing Home I don’t want to lose everything. Should I put my assets in a trust? Should I buy some Long Term Care Insurance or is that a waste of my money? What attorney should I use and how much is that going to cost? Again, we can provide information on all those topics, so you are better able make decisions that fit your situation. We’ll spend the time to help you find a solution, so you won’t have to worry.
- Organizational Management for your Planning Services: I have records on my taxes and investments everywhere. I wish I could organize this, so I can better understand where I am today. What if something happened to me? Would someone be able to figure out where everything is at? Who could I trust to put all this together? At GMFG, we want to keep you organized. You can better track how your investments are doing. During difficult times you won’t be scrambling looking for documents like a Power of Attorney because we will have help you get that document and organize it so you can find it not matter where you are in the world.