Midwest Secure Retirement

11/03/2021

It is with great pleasure and excitement that I am informing you that Hannah Johnson is partnering with Midwest Secure Retirement to build a financial services practice. Her objectives are to help her clients obtain financial stability and freedom through strategic planning, continuous observation, and successful implementation. She desires to help her clients prepare for the unexpected without giving up current lifestyle, retire with ease with no financial burdens and leave their heirs with sufficient funds. She plans to achieve this by building personal, trusting relationships, devoting herself to her clients, and by her determination to reach unique individual goals and desires. She believes that there is a distinctive and customizable plan for everyone, at any and every stage of life. She doesn’t consider herself done until her clients are happily satisfied, financially comfortable and have reached peace of mind.

Hannah chose to join MSR because of our shared foundational values:
• Always putting our client interest first.
• Taking the time to deeply know our clients’ situation, goals, dreams, and fears. We have our clients’ objectives drive the processes.
• Educating our clients on financial strategies so they can participate in the decisions.
• Having the tools to do analytic analysis to determine how much, what kind, predict the future and prove the financial concepts.
• We are independent with access to all the best products and investment.
• We are fiduciaries required to have our clients’ interests first by law.

Whether you are looking for one aspect of planning or want a comprehensive plan, we work the way you want us to:
• Helping with investments
• Retirement income long term planning
• Retirement income distribution planning
• Tax favored investment strategies
• Human protection planning

Email Hannah at [email protected] to schedule a free meeting to learn about how she can help you plan and prepare for your present and future financial needs.

10/07/2021

https://lifehappens.org/videos/long-term-care-insurance-101/?utm_source=Life+Happens+Pro&utm_campaign=4da70c5024-EMAIL_PRODUCER_IYL_2021_RESOURCES2_2020-12-11_COPY&utm_medium=email&utm_term=0_e22f7c66ad-4da70c5024-146545577

10/05/2021

He's one of ours!

New NAIFA member Nicholas MacDonald talks about the connection between financial planning and tabletop roleplaying.

08/24/2021

It is with great pleasure and excitement that I am informing you that Hannah Trosen, Financial Professional is partnering with Midwest Secure Retirement to build a financial services practice. Her goal is to help as many people as possible to live the lives they desire before and during retirement. She plans to do this by building trusted advisor relationships based on her reputation of integrity, excellence, and approachability. She believes that she has done her job if she’s helped her clients reach their goals by strategically using the very best products to impact their real lives.

Hannah chose to join MSR because of our shared foundational values:
-Always putting our client interest first.
-Taking the time to deeply know our clients’ situation, goals, dreams, and fears. We have our clients’ objectives drive the processes.
-Educating our clients on financial strategies so they can participate in the decisions.
-Having the tools to do analytic analysis to determine how much, what kind, predict the future and prove the financial concepts.
-We are independent with access to all the best products and investment.
-We are fiduciaries required to have our clients’ interests first by law.

Whether you are looking for one aspect of planning or want a comprehensive plan, we work the way you want us to:
-Helping with investments
-Retirement income long term planning
-Retirement income distribution planning
-Tax favored investment strategies
-Human protection planning

05/06/2021

A catch-up contribution helps individuals who are 50 years or older contribute more to their retirement savings. Learn how it could help you reach your goals.

04/29/2021

When was the last time you reviewed your 401(k) contribution? Learn why taking advantage of your employer match is so important.

04/22/2021

Vesting encourages employees to stay with a company longer to gain more rights to the employer-provided retirement funds. Do you know how much you have vested?

04/15/2021

Did you know compound interest is the result of reinvesting interest into your savings? See how compound interest could benefit your saving goals.

04/15/2021

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04/15/2021

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04/08/2021

Do you have your ideal retirement age planned? Learn how a target-date fund can help you meet your investment goals.

04/01/2021

A fiduciary has a duty to act in the best interest of those they serve. Do you know the responsibilities of a fiduciary?